Tony joined Raymond James, in 2021 as a Financial Advisor.  As such, he maintains his client relationships by staying in constant communication with his clients, including individuals and businesses.

Confidence and comfort are Tony's top priorities for his clients. Tony feels the most rewarding aspect of this profession is seeing the positive impact that working with a client has on their well-being and way of life, especially how it can benefit their families, potentially for generations.

Despite any market conditions- volatile or calm- or changes in the news cycle, Tony wants his clients to have a sense of confidence at all times, knowing that the preparations they’ve made together through attentive planning with his guidance will help ensure their lifestyle will not be disrupted.  He feels that knowing all reasonable contingents have been addressed prevents discomfort during volatile periods.

Tony has numerous qualities that make him stand out as a professional in his field and a trusted advisor to his clients. He is thorough and always aims to gain a comprehensive understanding of each client's unique financial situation. After gaining in-depth knowledge, he is continually looking for opportunities to draw on available resources for all options and alternatives within the tools accessible to our team in order to deliver an optimal outcome.

In both his professional and personal life, Tony relies heavily on his empathic nature. He understands that while a client's account lists a balance, that same balance represents an individual's dreams, future goals, and the ability to maintain their lifestyle. Having this perspective keeps him diligent in working with his clients to ensure they are setting realistic and attainable goals.

Before joining our team, Tony was a Financial Advisor with Key Investment Services, First Niagara Investment Services/LPL Financial, and he began his career with HSBC Securities. He graduated with a Bachelor of Science in Business from Daemen College, and he later earned the professional designation, CERTIFIED FINANCIAL PLANNER™.

*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.