Anthony, Tony for short, has experience with the unique challenges, styles, and strategies that distinguish wealthy investors. He will work with you to help preserve and grow your wealth, relying on the insights of seasoned investment professionals, a premier trading and execution platform, and a full spectrum of investment choices. His goal is to help clients with their personal wealth, retirement planning, lending facilities, and proper asset allocation based on specific risk tolerance and expectations. He prides himself on helping clients navigate through both, unique and difficult markets. Tony started his career in the financial industry in 1987. Prior to joining Ascend Advisory Group, he was with The Ohio Company as a financial advisor, with Robert W. Baird as a Senior Vice President and Branch Manager, and with Morgan Stanley for the past 13 years as a Senior Vice President. In 2023, Tony made the transition with his team to Ascend Advisory Group to better serve his clients in achieving their wealth goals and expectations.