Anthony Morgillo, Cfp® Email & Phone Number

Vice President and Wealth Management Advisor Anthony Morgillo joined Grey Ledge Advisors in 2020, bringing his 30 years of experience in the financial services industry to our team. A Certified Financial Planner (CFP®), Anthony has a duty to place his clients’ interests first when recommending solutions to help them reach their important financial goals. He also understands the importance of asking a lot of questions — the answers to which help him get to know his clients and understand their most important life priorities. This allows him to create a customized plan tailored to each client’s specific needs. Many of Anthony’s clients are at or nearing retirement, and he takes pride in being able to offer them the peace of mind that comes with their vision of a fulfilling retirement.Outside of work, Anthony loves to cook (he makes a top-notch Sunday sauce), and he considers it a great way to spend quality time with his two children. Attributing his culinary skills to his grandmother, Anthony believes it’s important to keep the family’s traditions alive. Anthony is also passionate about fitness and nutrition and loves to travel — with a trip to Italy next on his list.Anthony graduated from Southern Connecticut State University — where he also played for the baseball team — and earned his Bachelor of Arts degree in Mathematics. Prior to joining Grey Ledge, he worked for both small and large firms, including Bank of America Merrill Lynch where he was a Financial Solutions Adviser. He is a longtime resident of Branford, and involves himself with many community organizations — including Friends of Yale New Haven Children’s Hospital.

Listed skills include Wealth Management, Investments, Securities, Insurance, and 16 others.