I began my career as a financial advisor with Edward Jones in 2006. Previously, I served as an operations specialist in the United States Coast Guard from 1999 through 2003. My military background has laid the foundation for our dedication to excellence and attention to detail while serving our clients and community.
I am the advisor for a select group of highly successful business owners, families and professionals, who aspire to achieve a "work-optional" lifestyle. Our practice has developed and refined a process to put all of the pieces of their financial puzzle together and helps clients navigate through all stages of life.
"Our focus is not being ALL things to ALL people, but ALL things to SOME people."
As a lifelong learner, I achieved the AAMS® designation in 2008 and earned the CFP® certification in 2011.
Over the years, I have trained and mentored many financial advisory teams. I have also served as performance leader for the 50-plus branch offices in the Tampa Bay Area. The firm invited me to become a limited partner in January 2011.
Historically, I have served as a member of Rotary and Big Brother Big Sisters, and I'm currently serving as Cubmaster for Cub Scouts Pack 38.
Our practice is supported by a team of awarded professionals. Barbara Sadorf and Andrea Mungo are both senior branch office administrators and have been recognized within the top branch teams for client service excellence.
We are also supported by my wife, Janine, and three children. I mainly enjoy spending time with my family, loved ones and clients.
Early in life, I suffered the tragedy of losing my mother; from that I learned that time is precious and short. It's important to never lose sight of what truly matters. Our business purpose is to help our clients actualize a "work optional lifestyle" so they are free to pursue their life's purpose.
Money is a means... not an end.
My Personal Interests
- Spending Time with Family
- History and Museums
Office Address2605 Enterprise Road East
Clearwater, FL 33759
Phone NumberAnthony L Battaglia at (727) 796-1226
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