As a Merrill Financial Advisor, Anthony brings almost a decade of experience in the financial services industry, helping families navigate their wealth and investment strategies. Anthony’s bilingual proficiency in English and Spanish allows him to effectively connect with a diverse clientele. Anthony’s focus is on providing families with tailored financial solutions that align with their unique goals and priorities.Working as part of a dedicated wealth management team, Anthony leverages Merrill’s extensive research and insights to deliver customized investment portfolios and strategies. The team offers fiduciary services through Merrill’s Investment Advisory Program, ensuring a client-first approach that prioritizes transparency and trust.With licenses including the SIE, FINRA Series 7 and Series 66 registrations, Anthony assists families with a comprehensive suite of services – from asset management and retirement planning to trust and estate strategies.
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
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.
