Tony Rome believes that many financial decisions have both a spreadsheet answer and a real-life answer. Sometimes the answers are identical, but sometimes they are very different. A wealth advisor’s role is to help clients understand both perspectives so they can make the best decisions about their financial future.

Tony enjoys doing well by doing good and says the more Sequoia grows and prospers, the more lives can be impacted. After seeing a successful financial plan, he’s had clients submit their resignation letters after realizing they had a strong foundation and no longer had to work. His team has been the first call after losing a loved one to make sure they’ll be protected. His clients send photos of new children in the family. He prides himself on supporting his clients through the happy, sad, confusing, and exciting moments in life.

He is a CERTIFIED FINANCIAL PLANNER™ (CFP®️), has Series 7 and 66 registrations (inactive), and has a Life, Health, and Variable Annuity Insurance License (inactive). He attended the University of Akron and graduated with a B.B.A. in Sales Management.

He works out of the Tampa, Florida office and lives in Land O Lakes with his wife, their three children, and two Goldendoodle puppies. He enjoys playing tennis and pool volleyball and attending all of his kids’ football games and cheer competitions.