portrait of Anthony L Battaglia
FINANCIAL ADVISOR
New Client Waitlist
Serving clients with $2,000,000
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About Anthony

My career as a financial advisor began with Edward Jones in 2006. I previously served in the United States Coast Guard as an Operations Specialist during the 9/11 era and received my BS in corporate finance from the University of South Florida. My military experience and business background are at the foundation of our team's commitment to excellence and attention to detail, as well as the catalyst for our motto: prepared in all things, ready for anything.

During the past two decades, I've gained experience advising executives, professionals and business owners who aspire to achieve a work-optional lifestyle. Our practice...

Focus Areas

  • Estate & Legacy Strategies
  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Special Needs Financial Considerations

Work History

  • Edward JonesJanuary 2006 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Univ of South FloridaBachelor of Science

Personal Interests

  • Spending Time with Family
  • Traveling
  • Golfing
  • Running

Team Members

  • Andrea Mungo
    Sr. Branch Office Administrator
  • Jim Kossoff
    Associate Financial Advisor
  • Barbara Sadorf
    Sr. Branch Office Administrator
  • Shannon Corrado
    Sr. Branch Office Administrator
  • Robin Zancara
    Branch Office Administrator
  • Lisa Best
    Sr. Branch Office Administrator
  • Rhea Eiring
    Branch Office Administrator
  • Morgan Laine
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat Closed
Sun Closed

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