Charlotte, NC 28203
Anthony works with client families and their advisors overseeing all aspects of the clients’ complex wealth management needs, including development of sophisticated tax-efficient strategies, estate planning structures, and comprehensive family education initiatives to help multi-generational families navigate wealth, governance, and financial decision-making. In addition to his advisory role, Anthony is an expert in our performance reporting system and serves as a mentor to client service associates, supporting their professional development and ensuring exceptional client service.
Originally from Pittsburgh, Anthony graduated from Virginia Polytechnic Institute and State University with a BS in Finance and is a CERTIFIED FINANCIAL PLANNER™ professional. He is a member of the Charlotte Estate Planning Council and the Queen's Estate Planning and Wealth Management Forum Steering Committee.
Anthony is actively involved in his community and has been volunteering with Special Olympics for more than 20 years. In his free time, Anthony enjoys cheering on his favorite sports teams, playing golf, and spending time with family and friends. He shares his office with his dog, Rooney, who is a frequent visitor in Charlotte!