
Anthony M Lizzi
East Greenwich, RI 02818 opens in a new window call Anthony M Lizzi at (401) 821-5098 call Anthony M Lizzi at Call Me Email Me
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.
Focus areas
- Wealth Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Intergenerational Planning
- Portfolio Reviews
Focus Areas
- Wealth Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Intergenerational Planning
- Portfolio Reviews
Office Information
Phone Number
Anthony M Lizzi at (401) 821-5098Branch Team
- Stella Maris-Martin
- Sr. Branch Office Administrator
Branch Team
Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 04:30PM |
Monday | 08:30AM - 04:30PM |
Tue | 08:30AM - 04:30PM |
Tuesday | 08:30AM - 04:30PM |
Wed | 08:30AM - 04:30PM |
Wednesday | 08:30AM - 04:30PM |
Thu | 08:30AM - 04:30PM |
Thursday | 08:30AM - 04:30PM |
Fri | 08:30AM - 04:30PM |
Friday | 08:30AM - 04:30PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 04:30PM |
Monday | 08:30AM - 04:30PM |
Tue | 08:30AM - 04:30PM |
Tuesday | 08:30AM - 04:30PM |
Wed | 08:30AM - 04:30PM |
Wednesday | 08:30AM - 04:30PM |
Thu | 08:30AM - 04:30PM |
Thursday | 08:30AM - 04:30PM |
Fri | 08:30AM - 04:30PM |
Friday | 08:30AM - 04:30PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Connect on Social
Branch Team
- Stella Maris-Martin
- Sr. Branch Office Administrator
Branch Team
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