J. Thomas Antonelli
Senior Wealth Advisor seeking opportunities to apply my experience and knowledge to help you to pursue your dreams.
- Role
- Senior Wealth Advisor at Wilkinson Wealth Management, Llc
- Location
- Charlottesville, VA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About J. Thomas Antonelli
Effective investment planning and counsel requires depth of knowledge and experience that…
Experience
Senior Wealth Advisor
Wilkinson Wealth Management, Llc
Mar 2019 — Present · Charlottesville, VA, US
Education
Mount St. Mary's University
Bachelor of Science, Business/Managerial Economics, Philosophy
Skills
- Series 65
- Life Insurance
- Finance
- Retirement
- Strategic Financial Planning
- Management
- Financial Services
- Securities
- Estate Planning
- Public Speaking
- Asset Managment
- 401k
- Wealth Management Services
- Wealth Accumulation Strategies
- Fixed Annuities
- Wealth
- Asset Management
- Investments
- Retirement Planning
- Series 63
- Series 7
- High Net Worth Individuals
- Portfolio Management
- Financial Planning
- Strategic Planning
- Asset Allocation
- Mutual Funds
- Investment Advisory
- Investment Strategies
- Alternative Investments
- Equities
- Wealth Preservation Planning
- Financial Advisory
- Wealth Management
- Family Office
- Investment Management
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