About
Tony Pozzi
FINANCIAL ADVISOR, RJFS
About Tony
I take great pride in recognizing that innovation and change are a constant source of opportunity for my client’s financial benefit.
Over the course of his twenty-year career as a financial advisor, Tony has blended his engineering education with financial services experience to optimize returns and minimize risks in client’s portfolios. Some clients have dubbed him their “financial engineer”. Whether working with individuals just beginning their financial planning journey or those embarking upon retirement, Tony enjoys the opportunity to help each client secure the income or growth needed to achieve their aspirations.
Raymond James Financial services Inc. has recognized Tony as one of the exceptional financial services leaders within its national financial institution’s division. In 2019 he qualified for membership in the Raymond James Financial Services Executive Council. * The council represents ongoing leadership with outstanding production during the fiscal year 2019.
A graduate of the University of Iowa, Tony holds a bachelor’s degree in Industrial Engineering and is a Rockford, Illinois native. Whether climbing the peaks of Machu Picchu in Peru or a marathon run through Chicago streets, Tony and his five sons enjoy their time together seeking new adventures and making lifelong memories.
*Membership is based mainly on assets under management, education, credentials and fiscal year production. Re-qualification is required annually. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisor’s future performance. No fee is paid in exchange for this award/rating.
DISCLOSURES
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
