Tony Martinez

Senior Registered Service Associate

Tony joins the team with over eight years of financial services experience. He is responsible for making sure that our clients experience “white glove” service when they contact our team. His responsibilities envelop all aspects of customer service and administrative duties including opening new accounts, cost basis, distributions, transfers, options and more. Tony’s background in financial services, attention to detail, and dedication to professionalism make him a valued member of our team.

Tony is originally from Jacksonville, Florida and when he is not assisting our clients, he enjoys riding motorcycles, mountain biking, and spending time with his wife and two children.