Anthony Migliozzi in

Anthony Migliozzi

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Managing Partner at Innovative Wealth Managers
📍 Greater Hartford, United States

Anthony Migliozzi is the Managing Partner and founder of Innovative Wealth Managers, where he provides objective financial advice. He is a CERTIFIED FINANCIAL PLANNER™ professional and holds a Bachelor of Arts in Foreign Affairs from Assumption University. His experience includes roles at Edward Jones, The Hartford, and Prudential Financial.

Outside of work, Anthony enjoys spending time with his wife and two children, often at a hockey rink or lacrosse field. His personal interests include golfing, boating, and traveling with his family. He also spent time studying abroad in Florence, Italy, and holds a minor in Italian.

Unique fact: Anthony founded his own firm with the goal of delivering truly objective, independent financial advice to clients.

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Experience
21 Years
Current Role
Managing Partner
Location
Greater Hartford, United States
Personality Overview

How Anthony shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Anthony cares about

Retirement Planning
As a CFP® professional, he frequently posts about topics like ensuring sufficient retirement income to combat inflation and other financial challenges for retirees.
Insurance Strategies
He shows a clear interest in educating clients on the nuances of different insurance products, including life insurance and specialized coverage like condo insurance.
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Career

Work history

3-2021
Managing Partner
Innovative Wealth Managers
3-2014 - 3-2021
Financial Advisor
Edward Jones
4-2007 - 3-2014
External Wholesaler
The Hartford
9-2005 - 4-2007
Wholesaler
Prudential Financial
9-2004 - 9-2005
Qualified Plans Specialist
MFS Investment Management
In the press

Media appearances

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Education
Education details unavailable
Assumption University
Education details unavailable
Istituto Lorenzo de'​ Medici
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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