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.
1 Clarity Benefits, LLC is not affiliated with LPL Financial, Jacobi Wealth Advisors or Jacobi Capital Management.
2 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.