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Anthony W. Welch, CFP, ChFC

Co-owner and portfolio manager, Anthony W. Welch is originally from Shenandoah , Iowa .  He graduated with honors from the University of South Florida with a degree in Finance. Tony also holds the professional designations of Certified Financial Planner and Chartered Financial Consultant.  In 1992, he began his career with American Express Financial Advisors achieving the level of Senior Financial Advisor, at that time the highest level attainable with the company.   In 1999, Tony founded and is President of Welch & Associates, Inc., an early entry into the world of fee based wealth management.  Tony enjoys a variety of sports and has been a baseball coach in Sarasota County for over 12 years.  He and his wife, Leslie, have four children and 3 granddaughters.

 

 

 

Sarasota Capital Strategies

460 South Tamiami Trail

Osprey, Florida 34229

888.383.8399

Exchange Traded Funds - Wealth Management - Money Management - Retirement - Stock Market

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Note that the information provided is not intended to give any specific advice nor an offer to purchase or sell any securities.   It purpose is for informational purposes only.  Please remember that past performance may not be indicative of future results.  Information pertaining to Sarasota Capital Strategies operations, services and fees is set forth in our current disclosure statement, Form ADV Part II and Schedule F.  A copy of which is available online under "Important Disclosure."

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