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Anthony Morgillo, CFP®

Anthony Morgillo, CFP®

Branch Manager

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location of Anthony Morgillo, CFP®Guilford, Connecticut, United States

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  • Timeline

  • About me

    Vice President, Wealth Management Advisor at Grey Ledge Advisors

  • Education

    • Albertus Magnus College

      -
      Personal Financial Planning Financial Planning and Services

    • Southern Connecticut State University

      -
      B.A. Mathematics

  • Experience

    • Citizens Bank

      Sept 1992 - Jun 1999
      Branch Manager

    • Merrill Lynch

      Jun 1999 - May 2003
      Financial Advisor

    • ClearView Wealth Management

      May 2003 - Mar 2011
      Managing Partner

    • HSBC

      Mar 2011 - May 2012
      Vice President - Financial Advisor

    • Merrill Edge

      Feb 2013 - Jun 2020
      Financial Solutions Advisor - Assistant Vice President

    • Grey Ledge Advisors

      Jun 2020 - now
      Vice President, Wealth Management Advisor

  • Licenses & Certifications