Anthony A. Nardi

Anthony Nardi, CFP®, CIMA®, serves as a Private Wealth Manager at Kingswood U.S. since October 2021, bringing a wealth of experience from prior roles as Private Wealth Manager at Benchmark Investments, Inc. and LPL Financial. With a background at J.P. Morgan, where Anthony held various positions including Private Client Advisor and Financial Advisor, and experience as a Financial Consultant at National Securities, Anthony has developed a robust skill set in financial planning and investment management. Anthony holds a Bachelor of Science in Finance from St. Thomas Aquinas College and completed the CFP® Education Program at the College for Financial Planning.