Tony Close is a Senior Vice President of Investments at Stifel in Waukesha, Wisconsin, where they leverage extensive investment experience and a passion for teaching to ensure clients fully understand their financial options. Tony obtained a B.A. in Economics from Washington University in St. Louis and an MBA from Marquette University, along with multiple professional licenses. Previously, they held various roles, including Business Manager at Metaphor Institute and Financial Advisor at B.C. Ziegler & Co. Residing in Delafield with two children, Tony emphasizes the importance of understanding clients’ unique needs in the investment process.
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