Experience That inspires confidence

"We position ourselves as the 'Chief Financial Officer' for your family.  By working closely with you, your CPA, and your attorney, we create, manage and oversee your family's financial plan, meeting your needs and financial goals."

Anthony is a Senior Vice President and has been advising clients since 1998.  He founded 360 Wealth Management in 2007 and currently helps manage more than 200 million of client assets.  He has been a UBS Council Member since 2011, an honor awarded to the firm's most distinguished Financial Advisors.  He has also has been listed as a Top Scoring Wealth Manager, 2010, from Hour Magazine.  For over 19 years he has been advising clients on financial planning and investment management.  As a Senior Portfolio Manager at the firm he takes pride with the fiduciary role and responsibilities for his clients.  Anthony believes in educating the investor and involving the client in each step of the financial process, including partnering with the client's CPA and attorney to assure all financial matters are covered.  He is a graduate of Wayne State University with a Bachelor of Science in Corporate Finance, currently a member of the Chaldean American Chamber of Commerce (CACC) and former Treasurer of the CACC.  Anthony and his wife, Saba, reside in Commerce Township and have three children; Avery, Eliana, and Liam.  He enjoys spending time with his family, traveling, exercising, barbequing year round and playing sports with his kids.

 

Professional Experience

Company

Title

Location

Duration

UBS Financial Services Inc.

Senior Vice President - Wealth Management

Farmington Hills, MI

October 2007 - Present

Morgan Stanley Smith Barney

Vice President - Investments

Farmington Hills, MI

January 1996 - October 2007

Registered States:

AL, AZ, CA, CO, FL, GA, IA, IL, IN, MA, MD, MI, MN, MT, NC, NJ, NV, NY, OH, PA, SC, SD, TN, TX, WA