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Anthony Intagliata | Financial Advisor

Profile img for Anthony Intagliata, financial advisor at Hightower Advisors DBA Farr Miller & Washington
Naples, FL
Anthony Intagliata
Financial Advisor
Vice President of Business Development at
Hightower Advisors DBA Farr Miller & Washington

Verified Identity

Important Disclosures

Allow Me to Introduce Myself
šŸš€ Navigating financial storms with a decade-plus of experience in business development and relationship management. As Vice President Client Portfolio Manager and Director of Business Development at Farr, Miller & Washington, I'm on a mission to forge new connections and expand our U.S. footprint. With nearly two decades in the financial industry, I've partnered with affluent individuals, families, and institutions to safeguard their financial futures. šŸ˜… Bucking the trend of the typical finance spiel - because who enjoys market turmoil, right? I get it; market corrections and recessions aren't fun. They bring fear, anxiety, and uncertainty, potentially forcing us to rethink our plans. But here's the secret: perspective is your compass in these stormy waters. It's how we successfully navigate these periods, uncomfortable as they may be. For more insights and compliance disclosures, sail over to: www.farrmiller.com āš“ For additional information and disclosures please visit: www.farrmiller.com
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Specialties and Expertise

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Portfolio Construction
Retirement Income
High Net Worth Planning
Ultra High Net Worth Planning
Endowments & Charities
Trust Services

Clientele

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High Net Worth Individuals
Retirees
Ultra High Net Worth Individuals
Wealthy Families
Inheritors
Corporate Executives

Credentials and Designations

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Series 65 - Uniform Investment Adviser Law Exam

Education

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State University of New York at FarmingdaleBS Business Management with focus on finance and economicsYear Obtained: 2007
Quick Facts About Anthony
Years of Experience:8 yearsMember since:2023Average Account Size:$2,500,000Number of clients:150

Services Provided

How I help my clients

Investment Management

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Financial Planning

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Retirement Planning

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Estate Planning Strategies

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Pricing Models

AUM

Proof of License

SEC Profile
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Naples, FL
Anthony Intagliata
Financial Advisor
Vice President of Business Development at
Hightower Advisors DBA Farr Miller & Washington
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Advisor Disclosure
Farr, Miller, & Washington Investment Counsel is a group comprised of investment professionals registered with Hightower Advisors, LLC, an SEC registered investment advisor. Some investment professionals may also be registered with Hightower Securities, LLC, member FINRA and SIPC. Advisory services are offered through Hightower Advisors, LLC. Securities are offered through Hightower Securities, LLC. All information referenced herein is from sources believed to be reliable. Farr, Miller, & Washington Investment Counsel and Hightower Advisors, LLC have not independently verified the accuracy or completeness of the information contained in this document. Farr, Miller, & Washington Investment Counsel and Hightower Advisors, LLC or any of its affiliates make no representations or warranties, express or implied, as to the accuracy or completeness of the information or for statements or errors or omissions, or results obtained from the use of this information. Farr, Miller, & Washington Investment Counsel and Hightower Advisors, LLC or any of its affiliates assume no liability for any action made or taken in reliance on or relating in any way to the information. This document and the materials contained herein were created for informational purposes only; the opinions expressed are solely those of the author(s), and do not represent those of Hightower Advisors, LLC or any of its affiliates. Farr, Miller, & Washington Investment Counsel and Hightower Advisors, LLC or any of its affiliates do not provide tax or legal advice. This material was not intended or written to be used or presented to any entity as tax or legal advice. Clients are urged to consult their tax and/or legal advisor for related questions. i