Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Anthony has been in the financial services industry since 2004 and joined Merrill Lynch in 2011. His focus is on developing strategies for high-net-worth individuals, their families and their businesses to help them meet their short and long-term goals. With elite service as his main priority, Anthony takes a personal interest in protecting what matters most. He prides himself with helping families to recognize financial opportunity at every stage along the way.
Anthony's total balance sheet approach to wealth management is consultative, objective and committed to excellence. First, he takes the time to listen to and understand his client's financial situations, preferences and goals. Second, he constructs his clients total balance sheets in order to get a full understanding of their total financial picture. Then, he makes recommendations in areas including on planning & organization, estate planning, investment management, credit & lending, executive compensation, risk management and private banking.
Anthony has the flexibility to move quickly and make thoughtful recommendations on both sides of the balance sheet. His eye for spotting financial pitfalls and issues combined with his team-first mentality enables him leverage the resources and intellectual property of Merrill Lynch to provide elite wealth management advice.
Anthony is a 2004 graduate of Tufts University, with a B.A. in English. He played Varsity Lacrosse and served as Inter-Fraternal Council Representative for Delta Upsilon Fraternity during his tenure at Tufts. He enjoys spending time snowboarding, playing Lacrosse, travelling and mentoring young men. Anthony volunteers for numerous charitable organizations including A Better Chance, where he serves on the National Advisory Council. He and his wife Vanessa currently reside in Westchester County, New York with their two children Xavier and Astor Ruby.
|*Asset allocation does not ensure profit or protect against loss in declining markets.
I follow the deep-seated Merrill Lynch tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
We along with your tax professional can help you understand how it might affect your investment strategy
Supported by the global resources of Merrill Lynch, 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 Financial Advisor if you have questions about how a specialist might be able to assist you.
AI Regional Specialist
Sr Structured Credit Exec-R
Wealth Management Lending Officer NMLS # 148640
We offer you access to the investing insights of Merrill Lynch 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.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help give you peace of mind* that you're on track to help achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
MyMerrill is your destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch financial advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch financial advisor.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill Lynch, we will build a strategy 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.