As an Associate Financial Planner, Anthony works closely with our team of advisors to create Progression of Wealth solutions tailored to the specific needs of our clients. He also assists in ongoing client service, investment management, and compliance functions of the firm. He is currently working on obtaining his FINRA Series 65 license.
Anthony recently graduated from Saint Joseph’s University where he earned both a Master’s Degree in Business Administration as well as a Bachelor’s Degree in Finance.
