Meet Tony
Tony is a Regional Vice President based in Cincinnati, Ohio. Prior to joining Mercer Advisors, he was Chief Growth Officer at 365 Wealth Management Group. He has also held business development positions at American Century Investments and Ameriprise Financial. Tony began his financial services career at Fidelity in 1993. He holds Chartered Retirement Planning Counselor and Certified Exit Planning Advisor designations. He earned a B.A. degree in economics from University of Cincinnati.
His working style
Tony is an outside-the-box thinker with a passion for providing and sharing insight to unique solutions — helping others with their health and wealth. He values building long-term and trusting relationships, shared by common interests and helping each other to live better lives.
Tony in real life
Any words you try to live by?
“Treat others as you wish to be treated.”
What makes you tick?
I’m good at helping others find purpose and providing solutions to unique challenges.
What keeps you busy outside of work?
My son and daughter.
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