Spartan Wealth Management
Anthony Mona, CRPS®, currently serves as President of Spartan Wealth Management since August 2022. Prior to this role, Anthony held the position of Senior Vice President - Wealth Management at UBS Financial Services Inc from October 2007 to August 2022. Anthony's extensive experience in the financial sector also includes serving as Vice President Investments and Vice President at Morgan Stanley from January 1996 to October 2007. Anthony earned a Chartered Retirement Plans Specialist designation from The College for Financial Planning between 2017 and 2018, and holds a Finance degree from Wayne State University.
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Spartan Wealth Management
We believe in crafting customized strategies that give you confidence in your future. Our plan is to cater to your needs through education and unparalleled personal service, dedicated to your financial freedom, with strategies that aim to provide security during economic uncertainty. With over 100 years of expertise, our team of professionals help you understand your finances and how to maximize your investments. As your life evolves, we are here to help guide your journey to financial success and stability. We are Financial Advisors who invest in you. At Spartan Wealth, we strive to build life-long partnerships with our clients. Securities and advisory services offered through Cadaret Grant Co., Inc., member FINRA/SIPC. www.finra.org, www.sipc.org. Spartan Wealth Management and Cadaret Grant & Co. Inc. are separate entities. Financial professionals associated with this site are registered to conduct securities business and licensed to conduct insurance business in certain states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.