Personalized advice from a dedicated financial advisor.
We get to know you and your family, your financial situation and what matters most to you.
As a Merrill Lynch Wealth Management Advisor, I offer advice and guidance for potential investment solutions that consider your life goals, risk tolerance, time horizon and liquidity needs.
Anthony serves as a Senior Financial 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.
Florida State University
St. Thomas Aquinas High School
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
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.
Wealth Management Banking Specialist
Merrill
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #1392632
Bank of America, 401 East Las Olas Blvd, Community Room, Fort Lauderdale, FL 33301
October 13th, 2022|12:00 PM - 3:00 PM EST
Ever wonder how you survived without GPS? Many of our clients feel the same way once they start using our digital features. From simple time-savers like remotely depositing a check to cybersecurity must-haves – our digital experiences allow you to get more out of your relationship with Merrill. Join us for a preview of your digital experience as a Merrill Client and learn how to:
· Simplify how you manage your finances
· Easily connect with your advisor
· Go paperless to protect your information
· Keep your information safe
· Move money with ease
· Stay in the know about your rewards.
Hosted By: Merrill Lynch, Christopher Kolososki, Senior Vice President, Interim Market Executive
Presented By: Merrill Lynch, Robin Adams, Digital Channel Manager, Digital Wealth Management
Hors d'oeuvres
Tower Club Fort Lauderdale, 100 SE 3rd Avenue, 28th Floor, Fort Lauderdale, FL 33394
September 22nd, 2022|5:00 PM - 8:00 PM EST
Join us for a dynamic presentation that focuses on how criminals try to trick us, steal our identities and commit fraud. It demonstrates the simple steps we can employ to keep our identities safe and stay protected from the most common scams and frauds that pervade our society. Jeff provides easy to implement solutions to current real-world risks. Jeff provides quality advice for advisors and their clients to stay safe from fraud along with specific tips and recommendations. Jeff explains the risks and provides the appropriate solutions for prevention. The information is timely, pertinent and entertaining as Jeff uses humor to keep things upbeat.
Speaker: Jeff Lanza, Retired FBI Agent, Keynote Speaker
We understand that both your life and the financial markets can change over time. By checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
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