GreenUp Wealth
Tony Schmitt serves as the President and Chief Executive Officer of GreenUp Wealth, fostering a mission to deliver elite wealth management experiences that empower financial freedom. Tony also holds the position of Chief Operating Officer at Advisor Tax Resource. Previous roles include Senior Vice President and Director of Wealth Management at Regal Securities, Inc., and President at Regal Advisory Services, Inc. Additionally, Tony has held key positions such as Director of Wealth Management at Spotlight Asset Group, Inc., Divisional Guidance Manager at Scottrade, Investment Consultant at TD Ameritrade, Senior Investment Specialist at MetLife, Investment Representative at Edward Jones, and High Net Worth Financial Planning Associate at A.G. Edwards. Tony Schmitt earned a Bachelor of Business Administration in Finance from Culver-Stockton College in 1999.
GreenUp Wealth
The GreenUp personalized approach offers you customized investment management, financial planning tailored to your unique goals, income strategies to meet your long-term objectives, tax planning, legacy and estate planning, risk management reviews and digital tools to track your progress.