Anthony Marcelino

Financial Planning Associate

Tony has been with our organization and an integral team member since May of 2010. He came to us with a great deal of experience in the financial services industry with AG Edwards, Wells Fargo Advisors, Wachovia Securities and Smith Barney. Tony is FINRA licensed Series 7 through Commonwealth Financial Network.

He has proven to be an invaluable resource for our clients. Besides his extensive knowledge in investor relations and operations, clients appreciate his ablity to get them prompt and accurate answers regarding their accounts and follow up on service requests until their completion. Clients enjoy his upbeat and efficient service and his genuine interest in making their experience enjoyable.

Tony is married and has a son. He is also an avid golfer and enjoys spending time with his immediate and extended family. 

Phone 925-227-8858