As an Edward Jones financial advisor, what is most important to me is understanding what is most important to you. I use an established process to help develop personalized strategies to meet your goals. We partner together throughout your life to help keep you on track. I believe it is important to work hand-in-hand with your CPA, attorney and other professionals to help you get sound, well-thought-out advice.
I joined Edward Jones as a financial advisor in 2006, opening the firm's first branch office in Warwick, RI. In 2021, I moved my practice to East Greenwich, RI. I became a limited partner in 2015, and have enjoyed serving the firm as performance leader, level leader, field trainer, client solutions coach and Ted Jones coach.
I hold a bachelor's degree in business administration from the University of Rhode Island. In addition, I received the AAMS®, CRPC® and CFP® professional certifications in 2010, 2011 and 2014, respectively. I am an active member of the Estate Planning Council of Rhode Island and the Financial Planning Association.
In my spare time, I enjoy golfing, fishing, cooking and wine, but my biggest passion is being a husband and father. My wife, Maria, and I reside in Saunderstown, RI, with our three children. We love raising our family in the Ocean State and experiencing everything it has to offer.
- Wealth Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Intergenerational Planning
- Portfolio Reviews
Phone NumberAnthony M Lizzi at (401) 821-5098
|Mon||08:30AM - 04:30PM|
|Tue||08:30AM - 04:30PM|
|Wed||08:30AM - 04:30PM|
|Thu||08:30AM - 04:30PM|
|Fri||08:30AM - 04:30PM|
Connect on Social
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.Learn More