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Cfp Tony Rome
Cfp Tony Rome
Vice President, Wealth Advisor | Sequoia Financial Group
United States
Cfp Tony Rome
Summary
Tony Rome is a seasoned financial advisor currently serving as Vice President at Sequoia Financial Group. With a strong focus on building long-term relationships, he works diligently to help families, individuals, and business owners achieve financial independence. Tony leverages the expertise of Sequoia's Wealth Planning and Asset Management teams to create customized financial plans tailored to each client's unique lifestyle. His educational background in Business Administration with a specialization in Sales Management from The University of Akron complements his extensive experience in the financial sector. Tony's commitment to superior client service and trust-building sets him apart in the competitive financial advisory landscape. He has held various roles in financial advisory, showcasing his adaptability and expertise in the field. Outside of his professional endeavors, Tony is likely to have interests that align with financial literacy and community engagement.
Cfp Tony Rome
Work Experience
Vice President, Wealth Advisor at
Sequoia Financial Group
December 2018 - Present
Financial Advisor at
PNC
August 2018 - November 2018
Financial Advisor at
Harwood Financial
April 2018 - August 2018
Financial Consultant at
AXA Advisors, LLC
June 2014 - April 2018
Cfp Tony Rome
Education
University of Akron, Bachelor’s Degree
January 2011 - January 2015
Frequently Asked Questions about Cfp Tony Rome
What is Cfp Tony Rome email address?
Cfp Tony Rome's primary email address is *****@sequoia-financial.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Cfp Tony Rome work for?
Cfp Tony Rome is a Vice President, Wealth Advisor at Sequoia Financial Group, a company specializing in Functions related to depository banking.
Where Cfp Tony Rome graduated from?
Cfp Tony Rome holds a degree in Business Administration - Sales Management from University of Akron.
How can I directly contact Cfp Tony Rome?
To contact Cfp Tony Rome directly, you can use the email address *****@sequoia-financial.com. Complete contact information is available upon registration with Muraena.
Who is Cfp Tony Rome?
Tony Rome is a seasoned financial advisor currently serving as Vice President at Sequoia Financial Group. With a strong focus on building long-term relationships, he works diligently to help families, individuals, and business owners achieve financial independence. Tony leverages the expertise of Sequoia's Wealth Planning and Asset Management teams to create customized financial plans tailored to each client's unique lifestyle. His educational background in Business Administration with a specialization in Sales Management from The University of Akron complements his extensive experience in the financial sector. Tony's commitment to superior client service and trust-building sets him apart in the competitive financial advisory landscape. He has held various roles in financial advisory, showcasing his adaptability and expertise in the field. Outside of his professional endeavors, Tony is likely to have interests that align with financial literacy and community engagement.
Cfp`s contact details
*****@sequoia-financial.com
Colleagues
Vice President, Wealth Advisor
Executive Vice President - Head of Advisors and Business Development
Senior Vice President, Financial Advisor
Vice President
Vice President, Wealth Advisor
Executive Vice President
CEO, Managing Member
President & CEO
Vice President, Wealth Advisor
Vice President, Head of Operations