Advisor profile

My approach

Anthony has spent his entire professional career in the financial services industry. His journey has allowed him to meet hundreds of financial advisors across the country. It was these interactions and relationships that motivated him to build a wealth management practice with the client in mind. “My goal is to simplify the financial lives of my clients,” Anthony says of his philosophy as a financial advisor. “Responsiveness and authenticity are at the core of what I do”. Anthony’s practice is grounded in the following belief:

  • Simple is better than complex.
  • A well-constructed financial plan is paramount
  • Client service should never be sacrificed.

To ensure these principles remain intact, Anthony is hyper-focused on growing his business thoughtfully.

Anthony is honored to have been selected to serve as branch manager for the Portsmouth, NH and Bedford, NH office locations. This leadership position allows him to mentor new advisors, observe best practices, and quickly implement new ideas into his own practice when appropriate.

Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Intergenerational Planning
  • Retirement Planning Strategies
  • Sustainable and Responsible Investing
  • Investment Management
  • Family Finances
  • Wealth Preservation Strategies


  • FINRA Series 7, 24, 66, and 79 Licenses
  • Insurance; Life, Accident, and Health


  • BS Bachelor of Science, Finance, Stonehill College, Easton, MA

Awards & recognition

  • Ameriprise Circle of Success, 2019
  • Ameriprise Client Experience Award, 2021

Previous experience

  • Vice President, Eaton Vance, Boston, MA and Houston, TX, 2011-2019
  • Financial Advisor, UBS, Wellesley, MA, 2009-2011

Community participation

- Stonehill College: President's Advisory Council

- Seacoast Community School: Finance Committee

- New Hampshire Society of Certified Public Accountants: Investment Committee


    Born and raised in western Massachusetts, Anthony resides in Rye, NH with his wife, Lauren, their son, Bruno, and their energetic Goldendoodle, Tito.
    Anthony played hockey at and graduated from Stonehill College and he enjoys his role as an active alum.
    As a family they enjoy their fitness routines, exploring the Portsmouth restaurant scene, and spending time at the beach with Anthony's parents at their home in Rockport, MA.