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Anthony S. Martinelli, CLU® CBEC®

Anthony S. Martinelli, CLU® CBEC®

Co-Founder | Wealth Advisor

Anthony joined Jacobi Wealth Advisors and Jacobi Capital Management in 2014 and has over 29 years of experience in the financial services industry. 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. Anthony specializes in delivering comprehensive financial planning services to individuals, families, and accomplished business owners. In addition, he recently achieved the Certified Business Exit Consultant designation which includes rigorous coursework in the area of business growth, as well as business exit and succession planning.

A graduate of West Chester University, Anthony resides in Media, Pennsylvania.