Anthony Geary

Anthony Geary is an experienced financial professional currently serving as a Financial Advisor at Charter Oak Financial since July 2020, focusing on assisting families and business owners in achieving financial freedom. Prior to this role, Anthony held the position of Registered Securities Principal at MassMutual from June 2018 to July 2020, where responsibilities included conducting suitability reviews and fostering relationships with financial advisors in the mid-Atlantic region. Anthony began the career journey as a Commercial Credit Analyst Intern at Berkshire Bank and further developed skills as a Financial Advisor Intern at Income Works. Anthony holds a Bachelor of Science degree in Finance from Western New England University, completed in 2017, and graduated from East Longmeadow High School in 2013.