Tony along with Mike manages and guides all aspects of client services and wealth management. He creates and implements strategic portfolio allocations and investment solutions in the overall planning process.
Tony joined Thompson Planning Group in 2010. He has been in the financial services industry since 2005 and began his career at Merrill Lynch. There he worked with a premier wealth management group to assist in client services and assess each client’s financial situation. He evaluated multiple money managers across the portfolio to determine if a client’s wealth plan is optimally allocated or exposed to unnecessary risks. He received his bachelor’s degree in business finance from Florida State University and played a part in growing the finance and investment group at FSU. He maintains his series 7, 6,65,63 licenses.
Tony lives in Fort Mill, SC with his wife Jacquelyn and their son Mason. He enjoys cooking, traveling, reading, and being involved at his church.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Financial Representative of Guardian.