Anthony Caputo, ChFEBC℠ began his career in the financial services industry as a Wealth Advisor for the Premier Banking and Investments division of Bank of America Investments/Merrill Lynch. He established an independent planning practice in 2009 to better serve the growing needs of his clients. With five professional licenses, Anthony is able to offer personalized investment strategies aimed at servicing, managing and preserving the wealth of you and your family. Anthony has a B.A. degree from Hofstra University and currently resides in Monmouth County, NJ with his wife and three children.
Why I became an advisor...