FINANCIAL PLANNING ASSOCIATE
Anthony serves as a Financial Planning Associate with SageVest Wealth Management, helping with a variety of planning, investment and account servicing functions. Anthony works closely with SageVest’s advisors to prepare for client meetings, research planning topics, initiate planning activities and facilitate trading. As a member of the investment committee he conducts ongoing research on investments and helps facilitate quarterly investment meetings. Anthony spearheads the company’s quarterly reporting as well as maintains the internal reporting system. He also works closely with clients to gather appropriate financial information, communicate various financial and account updates, and ensure the client’s goals are met.
Anthony joined SageVest Wealth Management post his graduation from Virginia Polytechnic Institute and State University where he earned a Bachelor of Science (BS) in Finance, with a concentration in financial planning. He passed the CERTIFIED FINANCIAL PLANNER™ exam and is currently working on obtaining his experience requirements. Anthony is an active member of the Financial Planning Association (FPA).