Anthony S. Zambri CFP®, CLU®, ChFC®, APMA®

Anthony S. Zambri CFP®, CLU®, ChFC®, APMA®

Managing Director, Financial Advisor

Anthony brings an impressive 36 years of experience to the financial industry. He draws inspiration from his father, a dedicated general agent for the National Life Insurance Company in Vermont who ran and managed the agency. As a second-generation advisor, Anthony is enthusiastic that his son following their legacy as a third-generation professional in the field. With a client-focused approach, Anthony invests time in understanding the unique needs of his clients. He takes pride in keeping his clients on the right financial track by scheduling regular meetings and offering experienced professional advice. Anthony takes immense satisfaction in helping individuals manage their goals, providing unwavering patience and support in the process.

Anthony attended Cornell University earning a bachelor's degree in finance and marketing. He holds Series 7, 24, 63, 65, Life, Accident and Health Insurance licenses. 

Anthony is an active volunteer at the St. Frances Cabrini RC Church in Coram, New York while also supporting and contributing to many charities. In addition, he is very active in his community and affiliated with the following organizations: member of the Mother Cabrini Council of the Knights of Columbus, member of the Long Island Association of Insurance & Financial Advisors, and member of the Long Island Society of Financial Services Professionals.

Anthony grew up in Wading River, New York, and currently resides in Middle Island, New York with his wife, Jennifer. Together, they have four children. Outside of work and volunteering, Anthony enjoys spending time with family, cooking, and golfing.