Tony Pastore

CFP, Financial Advisor

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Tony Pastore

MY MISSION STATEMENT

Experience, intellectual capital and dedicated personal service to help you meet your life goals. Contact Me Now

My Story and Services

My Story

Tony serves as Vice President for Morgan Stanley in Tampa, FL and holds the CFP® designation.  His industry experience has focused on wealth management and financial planning for C-Level executives, business owners and multi-generational families. He focuses on the delivery of the investment management consulting process including; portfolio review, asset allocation, manager search and selection, and ongoing due diligence.

Prior to joining Morgan Stanley, Tony spent nine years with JP Morgan Chase, in Tampa, FL. He provided clients with investment strategies designed to help them create and manage wealth through comprehensive financial planning. Tony also managed strategic planning, identifying areas of growth and client communications.

Originally from Pittsburgh, Pennsylvania, Tony attended Alfred University in upstate New York where he graduated with a Bachelor of Science Degree in Business Administration. He completed the Financial Planning Certified Program and is a CERTIFIED FINANCIAL PLANNERTM practitioner. He holds the 7, 66, life and annuity insurance licenses.  

Tony currently lives in Tampa, FL with his wife and 2 children. He enjoys spending time with the kids, travelling and fishing.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.

Services Include

  • Wealth Management
  • Estate Planning Strategies
  • Wealth Consulting

Securities Agent: AL, AZ, CA, CO, FL, GA, IL, IN, KS, LA, MO, MS, NC, NV, NY, OH, PA, SC, TN, TX, VA; General Securities Representative; Investment Advisor Representative

NMLS#: 1794278


Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Community Involvement

Community Involvement

  • President of Sunset Park Area Homeowners Association
  • Judge for SIFMA InvestWrite Competition
  • South Tampa Chamber of Commerce Committee Member for Taste of South Tampa
  • Hillsborough County Bar Association Member

Family

Creating customized financial strategies for the challenges that today's families face.

  • Estate Planning
  • 529 Plans / Education Planning
  • Long Term Care Insurance
  • Trust Services and Accounting

Business Planning

Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

  • Succession Planning
  • Business Planning
  • Retirement Plan Sponsors
  • Corporate Pension Funds

Investing

Working closely with you to guide your wealth and investments through the most challenging market cycles.

  • Asset management
  • Traditional investments
  • Alternative Investments
  • Impact Investing

Philanthropy

Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.

  • Endowments
  • Foundations
  • Donor Advised Funds
  • Impact Investing

Ready to start a conversation? Contact Tony Pastore today.

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Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management AnalystSM (with graph element)®, and Certified Investment Management AnalystSM .

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