Anthony Veloso Biography

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Anthony joined Financial Foundations with vast experience in customer service, building relationships and helping families. He values and appreciates each opportunity to assist people pursue their life and financial goals. Each client is unique, and as a Wealth Advisor, Anthony enjoys helping individuals and families fulfill their aspirations.

Prior to joining Financial Foundations, Anthony coached intercollegiate football for over a decade, and has over 7 years of financial services industry experience.  Anthony has a BA from Denison University and a MS from Indiana State University.

Anthony is a CERTIFIED FINANCIAL PLANNER™ professional and an Accredited Investment Fiduciary®. In accordance with FINRA regulations, Anthony has earned his FINRA Series 6, 7, 63 and 65 securities registrations along with life and health insurance licenses.

Anthony lives in Jefferson with his wife, Kristin, three daughters, Emily, Grace and Holly and dog, Jethro. Outside of work he enjoys watching sports, traveling, concerts and spending time with his family.

Anthony is fluent in Spanish. 

Anthony can be reached at [email protected] or 508.620.1000 x121.

Anthony