PROFESSIONAL PROFILE
Anthony began his career in retirement planning in 1998. His main areas of focus are in design and implementation of portfolio strategies, investment policy, asset allocation and manager selection. Anthony has considerable knowledge and designations in the efficient handling of retirement assets and company lump-sum distributions, as well as protected alternatives for these assets. He brings valuable assistance to his clients with the complex issues associated with NUA and the management of concentrated stock positions. Anthony works closely with his Merrill Lynch team of specialists to develop customized retirement planning solutions, investment strategies and income distribution plans for high-net-worth individuals and families.
He is a member of the firm's Executive's Club, a Wealth Management Advisor, a Senior Financial Advisor, a Certified Special Needs Advisor, a Portfolio Manger in the PIA Program, and an Associate Vice President. Anthony gives guidance, direction and continues to search for the most efficient way to manage his clients' entire financial picture in the continually changing environment.
Kay Alsobrook
Client Associate
Kay has more than 32 years of experience providing service support through Merrill Lynch. Kay specializes in the coordination of asset transfers, the handling of IRA rollovers and lump-sum distributions. She works closely with our retirees to facilitate a smooth transition of their company retirement assets. In addition, she ensures that all income distributions that are scheduled for our clients are issued according to plan. She looks forward to working with you as your Essential Partner toward meeting all of your financial goals.
Danyel Creager
Client Associate
Danyel directs the day-to-day administration required for our clients and their portfolios. She is a recipient of the Service Quality Award, the Perfect Attendence award, and she was recognized as a Complex Service Champion for her client service efforts. She is committed to providing and maintaining a superior client service experience.