Tony has been a financial advisor since joining Merrill Lynch Wealth Management in 1996. His passion is to provide the highest quality of service and professional guidance by developing individual client relationships based on trust and formed through a genuine, thoughtful, and deliberate process. His focus is on wealth management and planning for income during retirement.
Tony's approach to wealth management is consultative, objective and personally tailored. First, he takes the time to listen to and review each client's financial situation, objectives, and goals. Second, he offers recommendations for financial strategies designed to accurately reflect each client's income and growth expectations. And third, he regularly reviews and oversees each client's portfolio to help ensure that it is on track and reflective of any life-changing events.
Our team approach is exceptionally service-oriented. We strive to stay in close contact with each client as we believe that this proactive approach enables us to better anticipate our client's financial needs and helps to keep them informed.
In his words: "I am a financial advisor committed to providing the utmost in service and performance for each client. I always strive to provide the best, most professional, most knowledgeable service possible. I hold myself to a high standard of honesty and integrity, and I always try to perform to the best of my abilities. My greatest satisfaction is achieving a level of trust with clients so they proudly recommend me to their friends and family without reservation."
Tony is a 1990 graduate of Norwich University, The Military College of Vermont, with a B.S. in accounting. He subsequently served five years on active duty in the U.S. Army, attaining the rank of captain. Tony is active in his local community and other civic organizations along with St. Paul's Church. In his free time, he enjoys hiking with his two dogs, skiing Vermont in the Winter and vacationing at the Connecticut shoreline in the summer. He and his wife, Jennifer, live in Berlin, Connecticut, with their two children.
As a Merrill advisor, I offer advice and guidance based on you and your family's goals and priorities. We put you at the center of our focus -- not the markets -- so you can better understand the pros and cons of every decision you make. As your needs or market conditions change, I can work together with you to adjust your plan as needed.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.