Anthony Mercuri

CIS/Financial Advisor

Phone: 440-946-5666
Fax: 440-946-4971

Tony is one of our Senior Advisors and has been a planner for 20 years, helping hundreds of families in the greater Cleveland area.

Tony lectures frequently on various Estate and Retirement Planning topics and has written seminars on various topics including, asset allocation, charitable gifting, retirement planning and estate planning.  Additionally, Tony often does joint speaking engagements with the well respected eldercare attorney and television host Armond Budish and is a frequent guest on Armond’s show, “Golden Opportunities” which airs on WKYC channel 3 on Sundays at 11:30am.

 Tony earned two degrees from the University of Cincinnati.  He received a B.B.A. in Finance and a B.B.A. in Management.  In addition to having all the applicable industry licenses, he is a Certified Senior Consultant.  The CIS designation covers every aspect of investing, taxation, and estate planning. Tony has been married to his wife, Suzanne, for 15 years. and also has two sons, Anthony (age 12) and Nicholas (age 9).