Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
A hallmark of Anthony’s philosophy is that superior wealth management is about “people, not just portfolios.” He is devoted to cultivating lasting relationships with clients who appreciate the sensitivity and integrity of a caring advisor.
Anthony feels privileged to serve younger families beginning to accumulate wealth and chart their financial course, as well as older couples whose years of hard work position them for rewarding lifestyles in retirement. He is driven to develop strategies that offer clients the best life possible with the resources they have – whether they’re looking to build wealth, buy a home, live comfortably or extravagantly in retirement, pursue philanthropic passions, and when it comes time, pass along wealth and wisdom to their loved ones. In addition to helping clients identify and prioritize their goals, Anthony applies his skills to examine client portfolios, their balance sheets and insurance coverage. In doing so, he focuses on consolidating redundancies and helping optimize distinct aspects of clients’ financial pictures that may have been overlooked.
He began his career with Merrill Lynch Wealth Management in 2000 and spent over 15+ years working out of the Chicago West Complex with several financial advisor teams in a number of roles. With a vision and passion for helping others, he departed in 2015 and moved to New York City to form and operate his own non-profit organization which focused on financial literacy and education, as well as providing financial assistance and debt relief for artists in the fields of visual and performing arts. After having successes, he felt the pull of Merrill's Wealth Management Group and rejoined the firm as a Financial Advisor in 2017.
Anthony is a graduate of Lewis University, where he earned a Bachelor of Science degree in Economics and competed as an NCAA Division II athlete on the soccer and tennis teams. He is originally from Chicago and currently resides in Queens, NY with his wife Irene. He is an avid Chicago Cubs fan, enjoys sporting events, being active, and playing soccer and tennis.
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.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
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.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.