Anthony is an Executive Director - Wealth Management and one of the general partners of the Trailhead Retirement Planning Group at Morgan Stanley in Chicago. Many financial planners provide retirement planning services, but as a member of our group, Anthony does it exclusively. He spends the vast majority of his time developing ways to help his clients make the smoothest transition to their post-career lives. In working with individual clients over the years, there are few, if any, retirement situations Anthony has not encountered before. During his high school years, Anthonys interest in investments and the markets began while interning at various financial firms. After Anthony graduated from Bradley University with a Bachelor of Science degree in Finance, Anthony realized that it was his desire to work with and help people, while pursuing a career in wealth management. Anthony was recruited by and joined the firm in 2002, and obtained the Chartered Retirement Planning Counselor accreditation shortly thereafter. Anthony is a current 2019 member of Morgan Stanley's President's Council, reserved for top Financial Advisors of the firm. Anthony resides in Chicago with his wife, Jessica, and their three children, Greta, Rocco and Vivienne. Anthony is an endurance athlete, having completed numerous marathons, triathlons, and ultra-marathons (distances over 26.2 miles). Along with competing, Anthony enjoys family time, golf and wine collecting. He finds time to volunteer as a tutor for WITS (Working in the Schools), a reading program that assists Chicago schoolchildren. Areas of focus: Retirement Planning, Financial Planning, Portfolio Management, Estate Planning Strategies, Long Term Care Planning, Social Security, Insurance Needs NMLS#: 1272513 