Anthony began his financial services career in 2013 and has made a significant impact during his short tenure in the industry. In May 2013, Anthony interned for the Managing Director of Technology at J.P. Morgan Chase & Co., where he focused on allocating and managing a $65 million budget across five offices. In the summer of 2014, Anthony transitioned into a career as a Financial Services Representative at Foresters Financial where he began working with individual clients to help each build toward their long term financial goals. His focus was to educate and develop personal strategic plans to ensure his clients actions were aligned with their intentions. After having great success working with a client market primarily of nurses, business owners and women ages 55-65, Anthony was promoted to Assistant Branch Manager in the summer of 2015. In this role, Anthony was charged with training, mentoring, and retaining representatives throughout the first 18 months in the industry.
After nearly two and a half years with Foresters, Anthony decided to join Fortis Lux Financial in the fall of 2016. The company’s core values, along with the countless resources it provides for clients, was the motivation behind his decision to join the Fortis team. Anthony now leads a team of advisors who have expertise in a variety of areas with the overall focus of maintaining great client relationships for many advisors within the firm. Anthony’s mission remains the same regarding the service he provides to his clients. His goal is to leverage the team while using a holistic planning approach to enhance the client experience throughout their financial journey
Anthony graduated from Marist College with a Bachelor of Science Degree in Business Administration- Finance. Throughout his career, he has developed a network of clients that have evolved into trusting relationships. Anthony’s jovial personality along with an excellent work ethic has continued to leave a lasting impression in any work he is affiliated with.