Anthony D'Ascoli, Cima® Email & Phone Number

Anthony brings over 30 years of experience in financial services, estate planning, and real estate. He provides investment advice, asset protection strategies, risk mitigation, and wealth transfer strategies to high-net-worth families, non-profit organizations, corporations, and institutional clients. Before joining Oppenheimer, Anthony held senior advisory positions at Bank of America Merrill Lynch, UBS Financial Services, and Symantec. Anthony holds the designation of Certified Investment Management Analyst (CIMA®) from the Investment Management Consulting Association (IMCA®). Anthony utilizes modern portfolio theory combined with professional money management, exchange traded funds (ETFs), and alternative investments for qualified investors to bring an institutional approach to managing wealth and risk. He also holds a Chartered Retirement Planning Counselor (CRPC®) designation from the College for Financial Planning, where he recommends retirement strategies for individuals and businesses. Anthony has extensive estate planning, wealth transfer, and financial planning experience. He is also knowledgeable in Corporate Executive Services.Anthony earned a B.S. in Mathematics and Computer & Information Sciences at Iona College. He is also very active in the community where he was an elected Town Representative in Greenwich, CT serving on the Budget Oversight Committee, and he served on the Board of the Greenwich YMCA.I am licensed in the following states: NY, NJ, CT, CA, CO, DE, FL, PA, GA, IL, MD, OR, RI, UT, VA, WY. Any information contained herein pertaining to securities business should not be considered a solicitation to buy or sell any securities or financial products, and is otherwise not intended for anyone who does not reside in those states.Links are being provided for information purposes only. Please go to http://www.opco.com/SocialMediaDisclosures for important information regarding social media and posted content. For a direct link to the disclosures, please click on Disclaimers in the Contact Info section of my profile.

Listed skills include Financial Services, Estate Investment Strategies, 401 Rollovers, Relationship Management, and 18 others.