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Anthony Morgillo, CFP ®
Vice President Wealth Management Advisor 203.204.6630 office 203.833.1269 cell anthony@greyledge.com Anthony’s career spans more than 30 years in the financial services industry. He has been providing holistic investment advice and guidance to clients since 1999, many of these years to clients in the shoreline community. Anthony has worked for both large and smaller organizations and joins Grey Ledge Advisors to align with his vision of providing clear, comprehensive, and unbiased advice. Prior to joining Grey Ledge, Anthony was a Financial Solutions Adviser with Bank of America Merrill Lynch. As a Certified Financial Planner Professional or CFP, Anthony has a duty to place his clients’ interests first when recommending solutions to their important financial goals. Anthony enjoys getting to know each client’s most important life priorities, which allows him to create a customized plan tailored to their specific needs. Many of Anthony’s clients are retirees or pre-retirees and he strives to provide them with the peace of mind that comes with their vision of a fulfilling retirement. Anthony is a graduate of Southern Connecticut State University with a B.A. degree in Mathematics. He is a Branford resident and has two grown children. Anthony enjoys traveling and spending time with his family. He is also active with several community and charitable organizations. |
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NOT A DEPOSIT | NOT FDIC INSURED | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY | NOT GUARANTEED BY THE BANK | MAY GO DOWN IN VALUE
The listing of any organizations should not be construed as an endorsement or a recommendation to retain Grey Ledge Advisors by these entities. Industry registrations, designations, recognitions, or awards should not be construed as an endorsement or a recommendation to retain Grey Ledge Advisors by the granting entity or any regulatory authority. |
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