V. Anthony Quercia

As a financial professional, Tony focuses his practice on tax efficient wealth building and preservation strategies for the owners of closely-held businesses and executives around the community. He seeks to create value for clients by looking at each customer as a unique individual with unique financial needs.

Tony is a graduate of St. Bonaventure University (BS Economics).   Tony is a Life and Qualifying Member of the prestigious Million Dollar round Table (MDRT). MDRT is an international association of leading financial professionals, recognized as the standard of excellence in the life insurance based, financial services industry.

Active in his community, Tony volunteers at Cameron Community Ministries and serves on the Advancement committee of McQuaid Jesuit High School. He and his wife, Andrea, are parents to three children, Jon, Allegra and Madeleine.

Tony is dedicated to helping clients who seek to protect and build what they have worked their lives to achieve. His integrity and commitment to excellence in all that he does is your assurance of the highest standard of service.

Tony Quercia is a Registered Representative offering securities and advisory services through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Beltz Ianni & Associates and LPL Financial are separate entities.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

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