Anthony draws on more than 16 years of experience in financial services, including insurance, to support advisors with designing advanced, customized life insurance solutions that address the planning challenges faced by ultra-high-net-worth clients. He has robust knowledge in estate planning, wealth transfer, and business planning in addition to extensive experience working with high-net-worth and ultra-high-net-worth clients and their families.

His passion for client service and desire to address individual’s financial needs head-on with creative financial solutions was born during his early career days as an insurance and wealth planning specialist at Merrill Lynch and UBS.

Prior to joining Investors Preferred in 2022, Anthony served in leadership roles at Lincoln Financial Group and AIG. He was Sales Vice President at Lincoln Financial Group, covering the West Coat producer group distribution, and Regional Vice President at AIG.

He earned a business degree from Rutgers University.

Financial Services Experience:

• Investors Preferred,2022-present 
• Lincoln Financial Group, 2018-2022
• AIG, 2015-2018
• UBS, 2014-2015
• Merrill Lynch, 2010-2014
• MetLife, 2007-2010

Education:

• FINRA, Series 7 – General Securities Representative, 2011
• FINRA, Series 63 – Uniform Securities Agent State Law, 2011
• Life and Health state exams, 2007
• Bachelor of Science in Business Economics, 2006

480-530-0955  |  email