CERTIFIED FINANCIAL PLANNER ™ Portfolio Analyst
Tony joined CPS in 2010.
He graduated in 2003 with a Bachelor of Science degree in Finance from Florida State University. 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.
Tony’s current duties include the daily trading, maintenance and reconciliation of account portfolios, assisting the investment committee and providing research to advisors. Tony is currently responsible for managing over 80 client relationships. He has obtained his Series 65 license as a Registered Investment Advisor Representative and has also earned his CERTIFIED FINANCIAL PLANNER ™ (CFP®) professional designation.
Tony is a former president of the FSU Inter-collegiate bowling team. He loves spending time with his wife and children, and also enjoys traveling, bowling, golf and playing cards.