Your advisor
Anthony Concha
701 Brickell Avenue
Floor 11
Miami, FL 33131
(305) 416-6454
Let’s Talk Investments: The election, the markets and you
What could the upcoming election mean for the markets and your portfolio?
Whatever your personal goals may be, I will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
Anthony Concha
Financial Advisor
701 Brickell Avenue
Miami, FL 33131
305.416.6454
305.416.6454
Learn more about an advisor's background on
Whatever your personal goals may be, I will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
Profile
Anthony Concha and his team of investment industry professionals combine their industry knowledge and capabilities with the global resources of Merrill Lynch Wealth Management to provide a full range of wealth management services to people in the community. He holds Series 7 and 66 FINRA registrations and is insurance licensed. Anthony joined the Bank of America enterprise in 2016, and joined Merrill Lynch Wealth Management in 2019.
Prior to Merrill Lynch Wealth Management, Anthony served as a business agent for UFCW Local 1776 (The UFCW is an AFL-CIO affiliated International Union) where he worked for over ten years. He is a Penn State University graduate with a degree in Finance and a MBA with a concentration in Finance.
Outside of the office, Anthony is an active race car driver in the American Rally Association Series sanctioned by USAC. Anthony and his team have participated in rally racing since 2011. When he’s not racing he is a motorsports fan of NASCAR, IMSA, WRC, World Rallycross, Formula 1, and Formula Drift.
He currently resides in NE Philadelphia.
Prior to Merrill Lynch Wealth Management, Anthony served as a business agent for UFCW Local 1776 (The UFCW is an AFL-CIO affiliated International Union) where he worked for over ten years. He is a Penn State University graduate with a degree in Finance and a MBA with a concentration in Finance.
Outside of the office, Anthony is an active race car driver in the American Rally Association Series sanctioned by USAC. Anthony and his team have participated in rally racing since 2011. When he’s not racing he is a motorsports fan of NASCAR, IMSA, WRC, World Rallycross, Formula 1, and Formula Drift.
He currently resides in NE Philadelphia.
Recognition
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
About Me
Welcome
One of the reasons I chose to become a Merrill financial advisor was my passion for educating clients about investing. I want to help you understand planning for your wealth, as well as the challenges and possibilities presented by the markets, and the impact this greater understanding can have on your full financial life.
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Christopher Caradec
Wealth Strategies Advisor
Bank of America, N.A.
John Ventura
Investment Solutions Group Portfolio Strategist
Bank of America, N.A.
Janine Wallace
Wealth Management Banking Specialist
Merrill
Insights
About Merrill
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.
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Anthony Concha is registered to do business in AL, AR, AZ, CA, CO, CT, DE, FL, GA, IN, MD, MO, NC, NJ, NY, OK, OR, PA, TN, TX, UT, VA, WA.