Employees

Anthony Corrao

CERTIFIED FINANCIAL PLANNER™

Tony Corrao’s current duties include providing insight to the investment committee, monitoring market trends, and account analysis.  Tony currently manages more than 100 client relationships.  He obtained his CERTIFIED FINANCIAL PLANNER™ designation in 2016.

Tony previously worked as an assistant controller for a large manufacturing company for four years where he processed financial statements, worked on bank audits and completed account reconciliations.