Anthony Perillo, CFP®

Senior Financial Advisor | Advisors

If you asked Tony ten years ago where he’d be today, he would likely say, “medical school.” To some, a career in financial planning may seem like a far cry from the realm of patients and private practice. But compassion and integrity are critical to achieving success in both career paths — and they’re traits that Tony embodies in both his everyday life and in his work as an advisor.

But you don’t have to take our word for it — just ask his clients and team members. As an advisor for various family offices and family-owned businesses, Tony helps manage his clients’ most complex estate, tax and investment issues, while providing personalized planning and advice to family members across multiple generations.

As part of the planning process, Tony also helps develop well-diversified and tax-efficient investment solutions for his clients and diligently manages their portfolios through all market conditions.

Tony takes immense pride in serving as a fiduciary to his clients — recognizing that their success is more than just a number or a portfolio return — and believes the care and advice he provides goes beyond the “traditional” client-advisor relationship. “Building true, personal connections with my clients is what led me to this industry and what keeps me going,” says Tony. “It’s important to me that they know I will do the right thing and help them work toward their goals.”

Armed with a true passion for his profession, Tony proudly serves as a mentor to other associates and interns on his team, empowering next-generation advisors with the skills needed to deliver exemplary service to their own clients. He has established himself as a thought leader within the field, serving on the board of directors for the Financial Planning Association (FPA) of Wisconsin and as chair of the organization’s NextGen chapter, which is a group of financial planners age 36 and under. A regular contributor to our OneBite blog, Tony has also secured editorial features in notable national and industry publications, including Forbes.

Tony’s five-year career path may not have turned out as he initially expected — but if you ask him today, this is exactly where he needs to be. “When my clients are successful and confident in their future, that’s when I feel successful.”