Anthony Costanzo
Financial Advisor at Morgan Stanley
- Role
- Financial Advisor at Morgan Stanley
- Location
- Cleveland, OH, US
- LinkedIn followers
- 500 followers
About Anthony Costanzo
Anthony Costanzo serves as a Financial Advisor at Morgan Stanley. Anthony helps high-net worth individuals plan for their financial needs and retirement goals. Anthony also focuses on business development and working with existing clients to optimize their experience.
Experience
Financial Advisor
Oct 2017 — Present · Cleveland, OH, US
I strive to take in to account the overall financial picture of every client and ensure that the solutions we recommend, match the client’s goals and objectives. I focus on helping individuals navigate their financial universe, while planning for the ultimate goal of a self-sufficient retirement.©2025 Morgan Stanley Smith Barney LLC (‘MSSB’), Member SIPC reserves the right, under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via social network messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal advice. MSSB Financial Advisors may only transact business, provide individualized responses, or render personalized investment advice for compensation in states where they are registered or excluded or exempted from registration https://brokercheck.finra.org/. Designations or awards are not indicative of a Financial Advisor\'s past or future performance, and no fee is paid in exchange for such. The information on this profile does not provide personalized investment advice and is not an offer to buy or sell any security, open a particular account, or to engage in any investment strategy. All content is for US residents only and subject to the following terms:
Education
Dale Carnegie Leadership Training
Effective Communication and Human Relation Skills
2012 — 2012
Miami University
Bachelor of Arts & Sciences, Psychology
2010 — 2014
Skills
- Public Speaking
- Recruiting
- Microsoft Office
- Sales
- Communication
- Account Management
- Cold Calling
- Teamwork
- Customer Service
- Investments
- New Business Development
- Technical Recruiting
- Writing
- Powerpoint
- Microsoft Excel
- Spanish
- Accounting
- Research
- Asset Management
- Finance
- Business Analytics
- Management
- Microsoft Word
- Human Resources
- Business Networking
- Talent Acquisition
- Social Media
- Leadership
- Real Estate Development
- Strategic Planning
- Real Estate
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