Tony Carney, RICP

Tony Carney knows that a well-managed investment portfolio is the cornerstone to building wealth. His philosophy goes beyond managing portfolios to employ a
long-term approach to comprehensive wealth planning including analysis of liabilities, risk management, retirement income planning, personal finance and estate planning strategies to transition wealth to future generations.

His client relationships begin with an in-depth consultation to gain insight into each client’s current financial situation and goals. His objective is to help people live their best lives and reach retirement without compromising their future. Relying on sound strategies of diversification and allocation rebalancing, Tony regularly evaluates portfolios and meets with clients to help ensure their plans respond to market conditions as well as changes in their personal lives.

In addition to holding his FINRA Series 7 and 66 securities registrations, Tony is a licensed agent in life, annuity and long-term care insurance. He earned the Retirement Income Certified Professional® (RICP®) designation by demonstrating an understanding of concepts, methods and strategies for providing financial advice to individuals on retirement planning. Tony was named to the list as one of the Forbes Best-in-State Wealth Management Teams for Kentucky in 2023-2026 (awarded under the name The Bradley and Carney Financial Consulting Group of Wells Fargo Advisors, consisting of Jill Bradley (Managing Director – Investments), Marie Carney (Managing Director – Investments) and Tony Carney (Financial Advisor) in 2023; awarded under the name The Carney Investment Group of Wells Fargo Advisors, consisting of Marie Carney (Managing Director – Investments) and Tony Carney (Financial Advisor) in year 2024-2026.)

Tony earned his B.A. from Georgetown College and has taken Masters’ level classes at Webster University and Southern Baptist Theological Seminary. He lived overseas for many years and owned or co-owned several private companies, giving him insight into the retirement needs of business executives and the owners of closely held companies.

A world traveler, Tony speaks several languages and is engaged by learning about world cultures and people. In his spare time, he is an avid reader and runner, and enjoys spending time with his family.