Anthony J. Branch
Senior Financial Advisor
Managing Director - Investment Officer
"What can I do to help?"
That simple, yet profound question, serves as the pillar of every action and interaction Anthony has. It was the driving force behind Anthony enlisting and proudly serving in the United States Marine Corps for eight years, during Operation Desert Storm and Desert Shield.
Having a Servant's Heart and always asking his clients, "what can I do to help?", is at the forefront when discussing his clients life developments and how their investment strategies need to adjust. It's about serving the people behind the assets and recognizing that what he does, isn't about the money.
Building Wealth Through Relationships
Anthony started his practice in 1998. Since 1998, he's learned invaluable lessons to best position his client's wealth, especially in the face of market volatility. Some of the lessons revolve around portfolio performance and knowing when to rebalance his clients' accounts. The most important lesson he's learned is that patience is better than panic.
It's during the turbulent times that Anthony's listening and communicating skills shine brightest. By developing deep and meaningful relationships from the first conversation to the last, Anthony's clients trust him when they need his experience the most.
Outside the Office
Anthony finds way to improve the lives of everyone he meets. Since 2007, Anthony has proudly served as a foundation board member of EveryAge, formerly known as United Church Home and Services (USHS), which provides housing, healthcare, and related services for older adults.
For fun, you can catch Anthony on the golf course, or watching the PGA on TV. He has even served as a marshal at the Wells Fargo Championship and PGA golf tournaments since 2005!
Without a doubt, you can always find Anthony with his wife Libra, making the most of everyday. They have five beautiful children together; Anthony, Ellen, Jaeda, Malea and Mark, who is also proudly serving in the Army.
CAR: 0722-03068
That simple, yet profound question, serves as the pillar of every action and interaction Anthony has. It was the driving force behind Anthony enlisting and proudly serving in the United States Marine Corps for eight years, during Operation Desert Storm and Desert Shield.
Having a Servant's Heart and always asking his clients, "what can I do to help?", is at the forefront when discussing his clients life developments and how their investment strategies need to adjust. It's about serving the people behind the assets and recognizing that what he does, isn't about the money.
Building Wealth Through Relationships
Anthony started his practice in 1998. Since 1998, he's learned invaluable lessons to best position his client's wealth, especially in the face of market volatility. Some of the lessons revolve around portfolio performance and knowing when to rebalance his clients' accounts. The most important lesson he's learned is that patience is better than panic.
It's during the turbulent times that Anthony's listening and communicating skills shine brightest. By developing deep and meaningful relationships from the first conversation to the last, Anthony's clients trust him when they need his experience the most.
Outside the Office
Anthony finds way to improve the lives of everyone he meets. Since 2007, Anthony has proudly served as a foundation board member of EveryAge, formerly known as United Church Home and Services (USHS), which provides housing, healthcare, and related services for older adults.
For fun, you can catch Anthony on the golf course, or watching the PGA on TV. He has even served as a marshal at the Wells Fargo Championship and PGA golf tournaments since 2005!
Without a doubt, you can always find Anthony with his wife Libra, making the most of everyday. They have five beautiful children together; Anthony, Ellen, Jaeda, Malea and Mark, who is also proudly serving in the Army.
CAR: 0722-03068