Anthony Pugliese, AIF®
Partner, Director of Investment Management, Senior Financial Advisor
Experience & Expertise
Anthony is an experienced financial professional who works with clients on their long term investment strategy and the personal financial goals that matter most to them. After over 7 years in Investment Operations and Management with Wells Fargo Advisors and a local Fee-Only Registered Investment Advisor, Anthony came to Marshall Financial in 2015. At MFG, he takes an educational approach to helping clients understand the financial planning process and makes genuine relationships with his clients a priority. Anthony also provides exceptional oversight of Marshall Financial Group’s trading operations and portfolio management.
Education & Credentials
Accredited Investment Fiduciary®
Registered Investment Adviser Representative
B.A. in International Business, West Virginia University
B.A. in History, West Virginia University
What Makes Marshall Financial Group Special
We are a tight-knit group at Marshall Financial that offers clients the best of both worlds – the personalized service and client relationships a small firm can provide along with the technology, resources, and expertise of a large firm. It is a unique combination from which clients truly benefit.
Why I Love What I Do
I have a genuine care for all of my clients. I always want to do what is best for them and help guide them in the right direction. It’s rewarding to be able to help clients in good times and challenging times, and it’s really important that they know they can rely on me throughout all of life’s changes.
Where You May Find Me When I’m Not Working
- spending time with my wife and our identical twin daughters, Savanna and Sofia
- playing catch with our dog, Stella
- golfing
- exercising
- watching and/or attending any sporting event