Senior Vice President, Investments
Tony is a Certified Financial Planner™ practitioner, a Certified Public Accountant and branch manager of Insight Retirement Plan Consultants of Raymond James.
He understands the importance of handling clients’ financial needs with integrity and reliability, and he is committed to putting the interests of his clients first. He helps business owners, CEOs and CFOs meet their objective for having a well-designed company retirement plan.
He was drawn to Raymond James because of the breadth and experience of the firm and its commitment to providing advisors with a full range of investment resources and strategies without any requirements to promote certain investments.
He feels the support he receives from the firm, his partners and support staff allows him to effectively assist his clients in creating comprehensive financial and retirement plans.
Tony began his career as a CPA with a large international public accounting firm, where he worked with clients in a wide variety of industries. Prior to joining Raymond James in 2000, Tony was co-founder of Medical Management Professionals, Inc., a national physician practice management firm. He earned a bachelor’s degree in business administration/accounting from Widener University in Chester, Pennsylvania.
Tony has been active in serving the community throughout his career. He is a current board member and former chair and treasurer of Big Brothers Big Sisters of Greater Chattanooga, a current board member of the National Center for Youth Issues, and a current board member of Ruby Falls, Inc.
In the past, he has served as a trustee and treasurer of St. Nicholas Elementary School; a board member, chair and treasurer of Hospice of Chattanooga; a board member, chair and treasurer of Hospice of Chattanooga Foundation; and a board member, chair and treasurer of the Tennessee Society of CPAs, Chattanooga chapter.
Tony was born and raised in Philadelphia and lives in Chattanooga with his wife, Lisa, and daughters, Caroline, Katherine and Annalisa. In his free time, Tony enjoys traveling, reading, hiking and spending time with his family.
CFP® | CERTIFIED FINANCIAL PLANNER™ |
Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.
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