Anthony FazzioAnthony FazzioClient Associate
About Anthony
Anthony Fazzio is a Client Associate at J.P. Morgan Wealth Management.
Anthony provides operational and account maintenance support for high-net-worth clients. His responsibilities include client onboarding procedures, preparing financial reports, executing trades, monitoring transactions and maintaining account records.
Anthony is a proud alumnus of Florida State University, where he earned a B.S. in Finance and a B.S. in Commercial Entrepreneurship. He furthered his education with an M.Fin from the Vanderbilt University Owen Graduate School of Management. Anthony began his professional journey in 2022 at Northern Trust Corporation, specializing in Hedge Fund Services, and joined The CR | BI Group in 2024. He passed the FINRA SIE and holds Series 7 and 66 securities licenses. Anthony leads a non-profit organization, Gift of Hope For the Homeless of South Florida Inc., which provides essential living necessities to the homeless during holidays, such as Thanksgiving, Christmas and Easter. Additionally, he serves as an alumni ambassador for the Vanderbilt University Owen Graduate School of Management's Master's in Finance Program. In his leisure time, Anthony enjoys exploring hiking trails, watching sports, discovering new restaurants and traveling.
Insights
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January 12, 2026With the labor market cooling but showing signs of stabilizing, December 2025’s jobs report could set expectations for interest rates, wages and hiring trends in 2026.Read NowExpansion mode: 3 signs of resilience in the US economy
January 9, 2026Despite the risks, we’re seeing favorable conditions for the U.S. economy. Here’s why we’re leaning pro-growth in 2026.Read NowWhat to do with your year-end bonus in a changing interest rate environment
January 6, 2026Even as interest rates change, you can put your year-end bonus to work with a mix of liquidity options that may help you preserve capital and potentially earn income in the short term.Read NowHow to include your grandchild in your financial plan
January 5, 2026Providing financial support to your grandchildren can certainly be a rewarding experience. Before writing a check, you may want to explore all of your options to ensure that your gifts are aligned with your and your family’s goals.Read NowHow advances in artificial intelligence may change health care
January 5, 2026Artificial intelligence has the potential to transform health care, and drug discovery and diagnostics are two areas that could benefit. Learn more here.Read NowFour beneficiaries of wealth
January 5, 2026Listing the beneficiaries of your wealth is an important first step in your estate plan. Generally, there are four classes of beneficiaries to consider: you and your spouse, friends and family charity, and the government.Read NowWhen does it make sense for a trust to own your life insurance policy?
December 24, 2025Holding insurance in an Irrevocable Life Insurance Trust could reduce estate taxes for your family. Learn if it is the right move for you.Read NowSelecting the right assets to give to charity
December 23, 2025If you plan on charitable giving, choosing the right assets to gift may help you maximize the value of your donations.Read NowProviding for your loved ones during your lifetime
December 22, 2025Planning on gifting your assets to your loved ones? See if giving while living is the right choice for you.Read Now