Tony Disantis
Director of Private Wealth | Nationally Recognized Life Insurance Expert for Elite Advisors | Sophisticated, Unbiased Consultant specializing in Wealth Transfer, Business Succession Planning and LTC planning
- Role
- Director of Private Wealth at Capitas Financial
- Location
- Cleveland, OH, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Tony Disantis
Director of Private Wealth for Capitas Financial working with Financial, Banking…
Experience
Director of Private Wealth
Jul 2018 — Present · Cleveland/Akron, OH, US
Education
West Virginia University
B.A., Economics, Communications
2001 — 2004
Skills
- Wealth Management
- Series 63
- Long Term Care
- Fixed Annuities
- Executive Compensation
- Long Term Care Insurance
- Wealth
- Sales Management
- Retirement Planning
- Disability Insurance
- Insurance
- Long-Term Care
- Life Insurance
- Estate Planning
- Financial Advisory
- Investments
- Executive Benefit Strategies
- Executive Pay
- Business Planning
- Financial Services
- Retirement
- Wealth Management Services
- Term Life Insurance
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