Broker Check
Anthony S. Martinelli, CLU®

Anthony S. Martinelli, CLU®

Senior Partner

 

Anthony joined Jacobi Wealth Advisors in 2014, and has over 20 years of experience in the financial services industry.  He is a member of the firm’s Executive Committee, and works as a Senior Wealth Advisor in our Philadelphia Region, where he delivers customized planning and wealth management solutions to executives, business owners, professionals and families.  Separate from his Jacobi-related business, Anthony also offers employee benefits planning services through Clarity Benefits, LLC1.

In 2013, Anthony was selected for the “5 Star Wealth Manager Award”2, thereby designating him among a select few wealth managers in the Philadelphia region.  Previously, Anthony was a Senior Partner for an established wealth management firm, where he worked for over 20 years providing wealth management solutions to high net worth clients.

A graduate of West Chester University, Anthony resides in Media, Pennsylvania with his wife Margarita and their three children.

Clarity Benefits, LLC is not affiliated with LPL Financial, Jacobi Wealth Advisors or Jacobi Capital Management.

Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors.  Wealth managers do not pay a fee to be considered or placed on the final list of the 2013 Five Star Wealth Managers.