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Anthony Morgillo, CFP®

Anthony morgillo, cfp®

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location of Anthony Morgillo, CFP®Guilford, Connecticut, United States
Phone number of Anthony Morgillo, CFP®+91 xxxx xxxxx
Followers of Anthony Morgillo, CFP®389 followers

  • Timeline

    Sept 1992 - Jun 1999

    Branch Manager

    Citizens Bank
    Jun 1999 - May 2003

    Financial Advisor

    Merrill Lynch
    May 2003 - Mar 2011

    Managing Partner

    ClearView Wealth Management
    Mar 2011 - May 2012

    Vice President - Financial Advisor

    HSBC
    Feb 2013 - Jun 2020

    Financial Solutions Advisor - Assistant Vice President

    Merrill Edge
    Current Company
    Jun 2020 - now

    Vice President, Wealth Management Advisor

    Grey Ledge Advisors

  • 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

    • Certified financial planner™ professional

      Cfp board (cfp board of standards and cfp board center for financial planning)
      May 2003
      View certificate certificate