ARCURI ASSOCIATES WEALTH MANAGEMENT - Key Persons
Anthony founded Arcuri Associates in 2015 to provide objective advice and financial solutions through the implementation of a disciplined formula using established processes. He takes time to listen closely to clients before implementing advice and guidance. He also develops customized portfolios based on proprietary models that have undergone extensive screening and back testing. Anthony believes that clients are best served by a team approach and has built a collaborative team of qualified professionals who share his vision and dedication to serving clients. Anthony is driven by helping people and businesses put together the puzzle to both simple and complex problems they have with regard to their finances.
Prior to founding the firm, Anthony spent 15 years at Wells Fargo Advisors (previously known as Prudential Securities), where he served as a financial advisor and Senior Fundamental Choice portfolio manager. Before Wells Fargo Advisors, he worked at Merrill Lynch, and he spent more than 25 years in military intelligence working within the U.S. Army Human Intelligence (HUMINT) field both CONUS and OCONUS. While in the Army, Anthony also attended and graduated from the Defense Language Institute (DLI).
Anthony obtained a ROTC scholarship and graduated from Syracuse University with a bachelor's degree in International Relations.
Anthony is originally from upstate New York but has lived with his wife and daughter in Charlottesville, Virginia, since 2002. He is a horse owner and enjoys riding with his wife, who has been involved with horses her entire lifetime. Anthony enjoys spending time with his family, bee keeping, working out, entertaining and, when time allows, climbing and skiing in the Adirondacks.
Job Titles:
- Marketing Manager / Client Experience Associate
Candi joined the Arcuri Associates team in June 2022 as our Marketing Manager and Client Services Associate. She is responsible for the supervision and execution of our business development. She manages our marketing, social media, advertising and event coordination. She raises brand awareness by implementing marketing campaigns. She will be overseeing and managing public relations and all events. Give us a Like or Follow on Social Media!
Candi comes to us with over 10 years of experience in a background of healthcare. During her time working in healthcare, she performed a variety of functions such as a Medical Assistant Trainer, marketing, managing and operating a CoolSculpting practice.
Candi is a native to the Blue Ridge Mountains of VA but she lived in the Tidewater region for many years. Candi attended Norfolk State University. Currently resides in Staunton, VA with her husband and many, many plant babies. Candi is always laughing and loves to travel with her family and friends. Candi enjoys art and has a fervent love of wine!
Job Titles:
- Financial Advisor / Financial Planning Coordinator
Jacob joined the Arcuri Associates team in 2021 and holds the role of Financial Planning Coordinator. He collaborates with advisors and clients to gather information, deepen conversations, and identify a path forward. Through getting to know you and your vision for the future he can match the objective with the subjective and curate a confidence-inspiring plan that will serve as a beacon throughout life's changing seas.
Jacob spent his previous 6 years learning the ins and outs of the financial services industry. From assisting clients in the Virginia Retirement System with their benefits and plans to helping self-directed investors navigate pitfalls and achieve their goals, he has built a foundation well-suited for his current role.
He graduated from James Madison University and spent 7 years in a civil engineering squadron with the Virginia Air National Guard. When not assisting clients with their goals and finances he can be found biking local roads and trails or spending time with his wife and daughter.
Job Titles:
- Director of Operations / Client Experience Associate
Lisa performs the critical roles of Director of Operations and Client Experience Associate ensuring our high standards for client service are maintained by supporting the lines of communication between clients, advisors, and planners so our client needs can be our top priority. Lisa is the transmission that keeps the firm running smoothly and brings over 20 years of experience in operations management from the healthcare industry.
Lisa is originally from North Carolina and has lived in the Charlottesville/Palmyra area for over 30 years. During her time working in healthcare, she performed a variety of functions such as client experience design, management consultation, professional development, strategic implementation, and organizational culture improvement. She lives in her dream home in Palmyra and a full host of characters including her husband, Dale, three of their seven grandchildren, and two dogs! When she is not working, studying, shuttling, or cooking for her family, which she loves, you can find her enjoying a peaceful moment of walking the trails near her home, or spending time at the river.
Job Titles:
- Client Services Associate
Stephanie joined Arcuri Associates in 2019 as a client services associate. She has 10 years of experience in the financial services industry. Prior to joining the firm, she held various roles with Merrill Lynch and Bank of America, providing advice and guidance to clients as well as development, implementation and delivery of corporate training to financial professionals.
Stephanie attended Rochester Institute of Technology (RIT) in Rochester, New York obtaining a bachelor's degree in Forensic Science. She now lives in Central Texas with her husband, Erik, and their two children. In her free time, Stephanie enjoys fitness and running, baking and spending time outdoors with her family.