Anthony R. Bellody
Wealth Planner and Portfolio Consultant | Guiding Business Owners, Pre-Retirees, and Non-Profit Organizations |
- Role
- Portfolio Consultant & Wealth Planner at Imperia Wealth Management
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
About Anthony R. Bellody
I help business owners, individuals, and organizations take control of their financial future.My work centers on helping motivated, forward-thinking people make confident financial decisions — from managing investments and optimizing allocation, to building comprehensive plans that turn years of hard work into lasting financial independence.Whether it’s- Managing investments strategically- Building a long-term financial roadmap- Allocating resources efficiently- Turning success today into security tomorrow —My goal is simple: to help you reap the full rewards of your dedication and effort.Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.*For full disclosures please visit imperiawealth.com*
Experience
Portfolio Consultant & Wealth Planner
Feb 2023 — Present · Boston, MA, US
As a Portfolio Consultant & Financial Planner at Imperia Wealth Management, I bring intel and value to the lives of clients. I collaborate on investment strategies and asset allocation.Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor, Member FINRA & SIPC. For hyperlinks to FINRA and SIPC, please refer to the \'Contact Info\' section above. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Education
University of Connecticut
Bachelor's degree, Economics
2018 — 2022
East Catholic High School
High School Diploma
2014 — 2018
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