Anthony Nicosia II

Anthony is focused on helping clients work toward their retirement dreams through a well-thought-out financial strategy. He enjoys creating personalized financial strategies and helping clients cut through market “noise” to make clear, confident decisions. Helping others through retirement was always a calling for him.

Anthony got his start as a small business owner and later as a financial advisor at Merrill Lynch. He is a financial professional who can offer investment and insurance products and services. He holds Series 7, 63 and 66 securities licenses, as well as a Florida Life Health Variable Annuity 215 license.

In his free time, Anthony enjoys reading about the psychology of markets, playing pickleball and fishing with his two young sons, Ralphie and Jeffrey. A Florida native and proud third-generation wealth advisor, Anthony values both family and the meaningful connections he builds with his clients.