Anthony Blum*
Anthony has been in the wealth management industry since 2021. He enjoys creating tailored financial solutions for business owners, families, and professionals. Anthony comes from a large family of 8 children where the importance of establishing trust, care, and long-term commitment was instilled and has been incorporated into how he handles relationships with his clients. He takes pride in truly getting to know the people he serves - their goals, values, and what matters most to them and their families.
Anthony is an Investment Advisor Representative and holds his FINRA Series 7 and 66 securities registrations along with a license for life and health insurance.
Anthony resides in Westfield with his wife, two young children, and 3 dogs. In his free time, he enjoys the craft of slow-smoking barbecue and working on his golf game.