Financial Advisor, CRPC®, APMA®
Anthony has been affiliated with L&M since 2022 and is a Registered Representative with Securities America, Inc. In addition to holding his Series 7, 63 and 65 licenses he also has his NY State Life Health and Accident licenses. Anthony is also a Chartered Retirement Planning Counselor (CRPC®) and an Accredited Portfolio Management Advisor SM (APMA®).
Bachelor of Arts in Philosophy
State University of New York at Buffalo, 2013
What Inspires Me
Helping clients to meet financial goals and achieve life milestones is my primary motivation as a financial advisor. I have always thought of myself as a problem solver and solving problems for my clients drives me to work hard for them. I’ve learned in both my professional and personal communities that people often work to take care of the people around them, and I view my work as nothing different. Meeting with new clients and understanding what personally motivates teaches me more about my work and also gives purpose to what I do, which is ultimately to help members of my community have peace of mind by being in their corner to help them do what is truly important to them.