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, conduct research on investment and planning topics, initiate planning activities and facilitate trading. He also works closely with clients to gather appropriate financial information and communicate various financial and account updates.
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.