TONY MAYO
Tony is the Founder and Managing Principal of Atlas Private Wealth Advisors. After graduating from Rutgers Business School in 2001 with a Bachelor of Science, Tony began upon his journey to bring an institutional-quality family office experience to his clients. Tony’s vision is to offer a holistic one stop solution to managing all the financial and investment aspects of an affluent individual and/or family. His goal is to effectively grow and transfer wealth across generations for his clients. At the present, Tony splits his time between solving the financial complexities of his clients lives with the executive and investment responsibilities of operating Atlas PWA.
Tony holds multiple securities registrations including General Securities Representative (Series 7) and Uniform Combined State Law (Series 66) through both LPL Financial and Atlas Private Wealth Advisors. He also has the Life, Accident and Health Insurance licenses.
Tony also holds several professional designations, including the Certified Financial Planner (CFP®) designation conferred by the Certified Financial Planner Board of Standards, the Chartered Retirement Planning Counselor (CRPC®) designation conferred by the College for Financial Planning, the Accredited Portfolio Management Advisor℠ (APMA®) a graduate-level designation program for experienced financial professionals and the Certified Divorce Financial Analyst (CDFA®) Program which is designed for financial professionals seeking to become experts on the financial aspects of divorce.
CRPC® conferred by the College for Financial Planning.
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