Senior Vice President, Relationship Management
Prior to joining Dynasty Tony was with UBS where designed, delivered, and managed consultative sales programs among other roles. Tony started his career as a Financial Advisor at Merrill Lynch continuing on at PaineWebber where he transitioned into Practice Management followed by a decade with Advisor Group in a variety of wealth management platform leadership roles before starting his own consulting firm. Along the way, he earned the Accredited Wealth Management Advisor (AWMA®), MBTI® certification, and Kolbe certification.
Tony is a graduate of Stetson University and the Roland George Investments Program where he maintains strong ties. He is blessed with Georgeanne, his wife of 30-years, and their twin boys, Anthony and Andrew. After 20 years in New Jersey, Tony and his family relocated to the Tampa area at the end of 2018 and enjoy the beach, volleyball and the FL sunshine.