Anthony serves as SageVest’s Financial Planning Associate, helping with a variety of planning and account servicing functions. Anthony works closely with SageVest’s advisors to prepare for client meetings, conduct research on investment and planning topics, and initiate planning activities. 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.

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