Essex, CT According to Essex Financial, Anthony Vocalina has joined the firm as a financial advisor. Prior to joining Essex Financial, Vocalina served for twenty years as a financial advisor at Fidelity Investments, followed by fifteen years at his own firm, Vision Wealth Management, located in Waterford, Conn.
“We could not be happier to welcome Tony to the firm,” said Chuck Cumello, president and CEO of Essex Financial. “His outstanding work on behalf of his clients over the past thirty years is tremendous. Tony has built a wonderful reputation in our region and he is a great addition to the Essex Financial team.”
“I am delighted to join Essex Financial,” said Vocalina. “The firm’s approach to the business is similar to mine, which is to follow a disciplined process for selecting, monitoring and rebalancing the client’s investments in order to reach their financial goals.”
Vocalina graduated from Eastern Connecticut State University in 1987 and earned the Accredited Investment Fiduciary (AIF) designation in 2016.
Since 2003, Essex Financial has distinguished itself by providing value to its clients through a hands-on, highly personalized approach to their wealth management and financial planning needs. Today, it is one of the largest independent Registered Investment Advisory firms in Connecticut with $3.2 billion in assets under management or administration. Essex Financial operates as a subsidiary of Essex Savings Bank, with twenty financial advisors and office locations in Essex, Farmington and Southport, providing comprehensive financial planning and wealth management services to more than two thousand five hundred households and businesses in Connecticut and beyond.