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Anthony Mazzeo
Senior Financial Advisor
Managing Director - Investments
With 27 years of experience in financial services, I am dedicated to helping individuals meet their financial needs by developing investment plans around their long-term goals and risk tolerance. My extensive experience, throughout major shifts in the markets, enables me to help my clients structure balanced portfolios to address their specific financial goals. I graduated from Bryant College with a degree in Accounting and hold my Series 7, 66, and 63. Away from the office I enjoy watching movies, cooking, and spending time with my family. My wife, Carrie, and I live in Durham, NC with our 2 daughters, Haley and Avery.
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