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Tony Disantis

Director of Private Wealth @Capitas Financial

Cleveland, OH, US
MOBILE NUMBERS
+18•••••••30

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WORK HISTORY

Jul 2018 — Present

Director of Private Wealth @Capitas Financial

Cleveland/Akron, OH, US

EDUCATION

2001 — 2004

West Virginia University

B.A., Economics, Communications

SKILLS

Wealth ManagementSeries 63Long Term CareFixed AnnuitiesExecutive CompensationLong Term Care InsuranceWealthSales ManagementRetirement PlanningDisability InsuranceInsuranceLong-Term CareLife InsuranceEstate PlanningFinancial AdvisoryInvestmentsExecutive Benefit StrategiesExecutive PayBusiness PlanningFinancial ServicesRetirementWealth Management ServicesTerm Life Insurance

ABOUT TONY DISANTIS

Director of Private Wealth for Capitas Financial working with Financial, Banking…

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