Atlas Wealth Management is excited to have Anthony Lodovico as the newest addition to the team. As a Wealth Advisor and CERTIFIED FINANCIAL PLANNER™ Professional, Anthony brings to the table his specialized knowledge in comprehensive investment planning which includes the areas of, but is not limited to: estate, retirement, tax, insurance and education. Additionally, he focuses on clients nearing retirement, retirees, as well as high-net worth investors.
Anthony understands that no two clients are alike and works diligently to help them work toward achieving their short- and long-term financial goals through solution-based advice with a no-pressure approach. He listens carefully to the needs of each of his clients and draws on his and his team’s collective experience to develop customized financial strategies. Additionally, he prides himself in his frequent communication and attentive service to his clients and he often travels to meet with them where convenient.
As the newest addition to the team, Anthony is no rookie. Prior to joining Atlas Wealth Management, he worked for five years with Edward Jones.
Steven and Christina met Anthony through their local gym and Anthony also attends the same church as Steven. They admired Anthony’s high moral fiber and knew he would be a valuable asset to their team.
Anthony received his Bachelor’s degree from Lewis University. In his spare time, he referees with the Orland Park Special Recreation and volunteers with the The First Tee. Anthony enjoys Cross-Fit, golf, snowboarding and reading.