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Cfp Tony Rome

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Cfp Tony Rome

Vice President, Wealth Advisor | Sequoia Financial Group

United States

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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.

General

Specialist

Leadership Experience

Moderate Tenure

Professional interests

Industry-specific interests

Leadership Development

Organisational experience

Corporate Experience

Cfp Tony Rome

Work Experience

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Vice President, Wealth Advisor at

Sequoia Financial Group

December 2018 - Present

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Financial Advisor at

PNC

August 2018 - November 2018

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Financial Advisor at

Harwood Financial

April 2018 - August 2018

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Financial Consultant at

AXA Advisors, LLC

June 2014 - April 2018

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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

mail

*****@sequoia-financial.com

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