Anthony Tangredi

Financial Advisor
President, Tangredi Financial Services

Intent on helping people with their financial needs, Anthony didn’t have anyone to guide him when he was a young man and a young investor. When the markets were falling, he didn’t know what to do.

“I decided then and there that I didn’t want anyone to ever feel that way,” Anthony said.

Anthony’s financial advisory career began with Merrill Lynch as a financial advisor and later as a branch manager in Middletown, New York, in 2004. He joined Raymond James in 2017 to have better control over the client experience.

“Raymond James’ putting the client first culture is the right fit for me and my clients,” he said.

Anthony specializes in investment management and goal planning services, including education, retirement, and estate. His main goal is to help his clients achieve their own goals using IRA: integrity, responsibility, and accountability.

Anthony graduated from New York Military Academy, Cornwall on Hudson in 1999 and Purdue University, West Lafayette, Indiana, in 2004, with a Bachelor of Science degree in financial counseling and planning.

He is member of the Wallkill East Chapter of Rotary International and Central Orange County Italian American Association. Through those organizations, Anthony volunteers on projects for the betterment of his community.

As a member of the Hudson Valley Estate Planning Council, he's able to continue his education and stay on top of changes that affect his clients.

Originally from Washingtonville, New York, Anthony lives in Montgomery with his wife, Melissa. They have three daughters, Veronica, Olivia, and Theresa.

His hobbies include woodworking, gardening, shooting sports, skiing, brewing beer and winemaking.

Raymond James is not affiliated with the above organizations.