Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
36
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Christian Financial Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

Education

  • Bachelor of Science, Business, Medaille College, Buffalo, NY

Awards & recognition

  • Anthony Baldi & Associates, Forbes Best-in-State Wealth Management Teams, 2023
  • Ameriprise Chairman's Advisory Council, 2005 - 2014
  • Ameriprise Hall of Fame Inductee, 2011
  • Ameriprise Circle of Success, 1995 – 2002, 2004 – 2021
  • Ameriprise Circle of Success Diamond Ring, 2004
  • Forbes Best-in-State Wealth Advisors, 2019-2022

Professional associations

  • Leadership Buffalo, Class Experience 2010
  • Kingdom Advisors
  • National Association of Insurance and Financial Advisors
  • Financial Planning Association
  • Million Dollar Round Table

Community participation

Anthony Baldi & Associates is committed to giving back to our community. We support as many local non-profit organizations as we can both financially and by volunteering our time. We also have amazing clients who also give of their time and money in an incredibly generous way.

Some of the organizations we support include:

  • Buffalo City Mission
  • Habitat for Humanity
  • The Boys & Girls Club of Buffalo
  • The Buffalo Philharmonic Orchestra
  • Leadership Buffalo
  • Hospice Buffalo
  • Food Bank of Western New York
  • Christian Central Academy

Interests

  • Spending time with family
  • Buffalo Bills
  • New York Yankees
  • Charitable organizations within Western New York and beyond
  • Traveling

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.