Broker Check
 
Anthony Petruccelli

Anthony Petruccelli

Financial Advisor

Born and raised in Delaware, Anthony attended Concord High School and the University of Delaware where he was a member of the Blue Hens national finals Ice Hockey Team. After college, Anthony spent 10 years in the various aspects of finance and real estate where his practice grew every year. With a desire to provide more for his clients, Anthony felt a move into financial services was an ideal way to accomplish holistic, full service financial independence planning for his clients.

Anthony is an Investment Advisor Representative, holds the Series 6, 63 , 65 and Life and Health Insurance licenses. His specialties include business planning, investment consultation, health insurance, group benefits plans, college funding options, life insurance and family security planning.

A well-orchestrated financial plan has the potential to yield results that far exceed the potential of the individual elements within it. Anthony understands the “how” and “why” most people make their financial decisions. His mission is to educate and coach clients on how economics can measure and verify their financial decisions. This process empowers his clients to make verifiable, well-coordinated, and educated decisions in all areas of their financial life to provide for the maximum wealth accumulation and protection.

Anthony and his wife Shana were married at St. Thomas the Apostle Cathedral in April 2007 and reside in Wilmington, Delaware.