PROFESSIONAL PROFILE
Court brings over 15 years of technical industrial experience into two primary areas of focus: Wealth Management and Corporate Retirement Services. Wealth Management includes individualized financial, estate, and special needs planning, investment advisory, and cash management services to a select group of affluent clients. Corporate Retirment Services includes Qualified and Non-Qualified deferred compensation plans, concentrated stock and option plans, business succession planning, and cash management. Court’s corporate clients are comprised of small to medium sized private companies, as well as several publicly traded firms.
Court graduated from the University of Colorado, Boulder where he attained dual degrees in Chemistry and Mathematics. He later joined the US Navy as a Submarine Officer and spent over 10 years in active and reserve service. After his Naval experience, Court has worked in both the Semiconductor Equipment Manufacturing and Medical Device Manufacturing industries. He has received the title of Wealth Management Advisor, achieved the designations of Certified Financial Manager and Chartered Retirement Planning Counselor (CRPC).
Court lives in El Dorado Hills, California, with his wife, Taira, and is an active member of the community.
Anthony is a Financial Advisor with Merrill Lynch in the Sacramento, CA branch. Anthony began his career in the financial services industry in 1999. Anthony works with both individuals and businesses to help his clients achieve their financial goals.
As a Financial Advisor, Anthony helps his clients prepare for retirement through diligent planning and customized investment solutions. His advice covers more than just investing: he also considers income needs, insurance needs and helps his clients plan a legacy with proper estate planning. When giving advice Anthony clearly explains how the specific recommendations fit into the client’s financial plan and also educates his clients on how each investment works.
Anthony is a graduate of California State Chico and is currently studying to become a Certified Financial Planner (CFP).