Tony Luz
,

First Vice President, Wealth Management Advisor
NMLS #711063

51 Broadway
Fargo, ND 58102
701.241.1220
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Accessible, knowledgeable and experienced, I am committed to building and maintaining a strong relationship with you. I am passionate about what I do and I bring that passion to helping you and your family make what may be the most important financial decisions of your lives.
Profile

What matters most to you matters most to me

 

Tony is a problem solver who works to simplify high-net-worth clients’ financial lives. He assists clients in identifying and prioritizing their various goals-including estate planning services, investments, tax minimization strategies, wealth transfer and retirement income-then developing strategies that may be customized to fit their personal circumstances and their own unique feelings and attitudes.  He works hard to gain clients’ trust and is committed to helping optimize their resources so they can make the most of what they have.

 

Tony holds the Certified Investment Management Analyst® certification, administered by the Investments & Wealth Institute and taught in conjunction with the Wharton School, University of Pennsylvania. He also holds the Certified Private Wealth Advisor® certification which is also administered by the Investments & Wealth Institute and taught in conjunction with the University of Chicago Booth School of Business.  He earned a bachelor’s degree in Economics from Rutgers University (NJ). Tony is also a qualified Portfolio Manager who can help clients pursue their objectives by managing on a discretionary basis his own Personalized or Defined Strategies, which may incorporate individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies.

He and his wife, Aileen, live in Fargo, ND, with their children, Alex and Anachelle.

 

 

*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.





Meet Our Professional Staff
Karen Burke
Registered Senior Wealth Management Client Associate
701.241.1217
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.
Joseph McCullough
Wealth Strategies Advisor
Bank of America, N.A.
Lucas Reuter
Wealth Management Banking Specialist
Merrill
John Dalton
Regional Lending Specialist
Bank of America, N.A.
NMLS #1481343
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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Antony Luz is registered to do business in AK, AZ, CA, FL, IA, ME, MN, MT, NC, ND, NE, NJ, NV, OR, PA, TN, WI.
Investments & Wealth Institute® (the Institute) is the owner of the certification marks “RMA,” and “Retirement Management Advisor.” Use of RMA, and/or Retirement Management Advisor indicates that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®, CPWA® and Certified Private Wealth Advisor®. Use of CIMA®, and/or Certified Investment Management Analyst®, CPWA® and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for certification.