Anthony Morgillo, CFP®

Vice President, Wealth Management Advisor at Grey Ledge Advisors
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Contact Information
us****@****om
(386) 825-5501
Location
Guilford, Connecticut, United States, US
Languages
  • English -
Skills

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Credentials

  • CERTIFIED FINANCIAL PLANNER™ Professional
    CFP Board (CFP Board of Standards and CFP Board Center for Financial Planning)
    May, 2003
    - Nov, 2024

Experience

  • Grey Ledge Advisors
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Vice President, Wealth Management Advisor
      • Jun 2020 - Present

  • Merrill Edge
    • Financial Services
    • 700 & Above Employee
    • Financial Solutions Advisor - Assistant Vice President
      • Feb 2013 - Jun 2020

  • HSBC
    • United Kingdom
    • Financial Services
    • 700 & Above Employee
    • Vice President - Financial Advisor
      • Mar 2011 - May 2012

  • ClearView Wealth Management
    • Guilford, CT
    • Managing Partner
      • May 2003 - Mar 2011

  • Merrill Lynch
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Advisor
      • Jun 1999 - May 2003

  • Citizens
    • United States
    • Banking
    • 700 & Above Employee
    • Branch Manager
      • Sep 1992 - Jun 1999

Education

  • Southern Connecticut State University
    B.A., Mathematics
  • Albertus Magnus College
    Personal Financial Planning, Financial Planning and Services

Community

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