Anthony’s mission when working with clients is to help ensure every client understands
what they own and why they own it. Anthony has been in the financial services
industry for over two decades, having joined Merrill Lynch and later moving
to RBC Wealth Management. Anthony chose financial services because of his
passion for helping individuals and families manage their wealth. He holds
degrees in business management and business marketing from St. Mary’s
University, where he also played NCAA hockey.
As a first vice president and wealth management advisor at RBC Wealth
Management in the Stillwater, Minnesota, office, Anthony oversees the
financial affairs of high-net-worth families, small businesses and professional
athletes. He is committed to excellence and integrity in every facet of his life
and strives to ensure his clients’ needs are well taken care of. Anthony utilizes
a holistic approach to wealth management, serving as his clients’ personal
financial advocate while they remain the CEO of their own life. Prior to joining
RBC Wealth Management, he worked at Merrill Lynch for 21 years and as an
investment counselor with a private investment management firm in San
Francisco, California.
In his spare time, Anthony enjoys coaching youth athletics, golfing, boating
and water sports. He also values volunteering, traveling and spending quality
family time with his wife and two kids. Anthony’s target clients include business
owners, high-net-worth families, small businesses and retirees. By working with
him, these clients can expect to receive a deep understanding of their wealth
and guidance to achieve their financial objectives.
