R. Anthony Nicosia, CFP^®

With a career spanning over 30 years in the financial services industry, Anthony Sr. enjoys helping clients create and implement customized wealth plans and investment strategies. Known for building meaningful relationships, Anthony’s consultative approach fosters deep trust and long-lasting partnerships with those he advises. His ability to see the “big picture” allows clients to align all aspects of their finances, from investments to legacy planning.

Anthony Sr. holds Series 7, 63 and 65 securities licenses, as well as a CERTIFIED FINANCIAL PLANNER® designation. He also has Life, Health and Variable Annuity insurance licenses. His knowledge of the financial industry has been cultivated through decades in senior roles at firms like Smith Barney, Bank of America Private Bank and Wells Fargo Private Bank.

A Sarasota-Bradenton native, Anthony splits his time between Denver and Sarasota. Away from the office, he enjoys golf, traveling, and exploring books on history and behavioral finance. Family is central to his life; he has been married to his wife Karri for more than 40 years, with whom he shares two children and four cherished grandchildren.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.