Anthony serves as a Wealth Management Advisor in Greater Fort Lauderdale. Anthony started his career with Merrill working in Alternative Investments in 2014. Anthony focuses on delivering the wealth management platform to a broad range of clients including corporate executives, financial professionals, founders of privately held companies and their families. Anthony assists by seeking to understand each clients financial objectives through an in depth discovery process, management of concentrated positions, and building a strategy to attain financial goals.
Anthony strategically partners with the Private Executive Services (PES) team within Merrill Private Wealth Management Group in New York City. Anthony has been a downstream partner since 2018. Over time, he works with clients to track their progress and make adjustments that keep clients moving toward their goals. His mission is for clients to utilize his team’s experience to implement a wealth management strategy parallel with prudent investment management.
Anthony holds the CERTIFIED FINANCIAL PLANNER™ certification and he is a graduate from Florida State University with a bachelor's degree in Finance and a minor in Hospitality. During college, Anthony spent summers interning at the New York Stock Exchange (NYSE), the New York Mercantile Exchange (NYMEX), and Merrill Lynch in New York City. In addition to staying active in his community, Anthony's outside interests include traveling, playing and watching sports, and spending time with family and friends. Anthony currently resides in Fort Lauderdale, FL.
*Some or all alternative investments may not be in the best interests for certain investors. Certain alternative investments carry significant risk and are not subject to the same regulatory oversight as mutual funds and other traditional investments. For these reasons, access to alternative investments may be limited to investors who are designated as sophisticated, high-net-worth investors.
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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.