Anthony Ursetti

About Anthony Ursetti

As a dedicated Wealth Advisor with 20 years of experience, I am passionate about helping individuals, families, and businesses achieve their financial goals through personalized wealth management strategies. My approach combines a deep understanding of financial markets with a commitment to building long-lasting relationships based on trust, transparency, and mutual respect.I specialize in providing tailored solutions in investment management, retirement planning, estate planning, tax-efficient strategies, and risk management. By taking the time to understand each client’s unique financial situation, goals, and values, I create customized plans designed with a goal to grow and protect wealth over the long term.Throughout my career, I have had the privilege of working with a diverse clientele, ranging from young professionals starting their financial journey to seasoned executives and entrepreneurs looking to secure their legacy. My goal is to empower my clients with the knowledge and tools they need to make informed decisions and feel confident about their financial future.I hold the FINRA Series 7, 66,63 and 6 licenses, held with LPL Financial. As well as the State Life, Disability and Long-Term Care Insurance License\'s, which reflect my commitment to maintaining the highest standards of professionalism and expertise in the field. I am continuously updating my knowledge to stay ahead of industry trends and to offer the most current advice to my clients.When I’m not working with clients, I am actively involved in supporting and volunteering in my local community and I am a passionate advocate for animal welfare. My commitment extends beyond just caring for animals; I believe in educating others on the importance of compassion, responsible pet ownership, and conservation efforts. I look forward to connecting with you and discussing how I can help you achieve your financial aspirations.

Experience

1. Vice President Private Wealth Advisor

   First Business Bank

   Dec 2018 — Present · Madison, WI, US

   Madison, Wisconsin

Skills

• Bank Relationship Management
• Credit Analysis
• Strategic Planning
• Small Business Lending
• Annuity Sales
• Finance
• Credit
• Trust Management
• Management
• Team Building
• Marketing Strategy
• Marketing
• Series 63
• Public Speaking
• Investment Banking
• Mortgage Lending
• New Business Development
• Retail Banking
• Portfolio Management
• Loans
• Loan Origination
• Commercial Lending
• Banking
• Risk Management
• Financial Analysis
• Commercial Banking
• Consumer Lending
• Series 6
• Sales Management
• Investments
• Relationship Management
• Microsoft Office
• Sales
• Private Banking