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Anthony Mona, CRPS®

Senior Vice President - Wealth Management
Senior Portfolio Manager
Chartered Retirement Plans Specialist (CRPS®)
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248-737-5430

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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 180 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 17 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.


Registered States:
AL, AZ, CA, CO, FL, GA, IA, IL, IN, MA, MI, MN, MO, MT, NC, NJ, NV, NY, OH, PA, RI, SC, SD, TN, TX, VA, WA, WI


Kory Frost, CFP®

Wealth Strategy Associate
CERTIFIED FINANCIAL PLANNER™
248-737-5430

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Kory is a graduate of the University of Michigan where he obtained a Bachelor Degree in Finance. Prior to working for UBS he worked as a Financial Services Representative at FlagStar Bank and joined 360 Wealth Management Group in 2011. Kory has experience in investment & portfolio construction and helps to coordinate client financial planning and investment decisions. Kory functions as the team analyst within the 360 Wealth Management Group. This includes keeping up with current trends in the economic environment and how investments may be affected. With the help of all members of the team, Kory executes the investment strategies for each client. Kory enjoys watching sports, especially taking a trip to Ann Arbor to watch his Wolverines play Football and Basketball.


Registered States:
MI, NY, WA