Jeffrey Anthony CFP® Appointed Chief Growth Officer at Wilde Wealth Management Group
(SCOTTSDALE, Ariz. – May 6, 2024) – Wilde Wealth Management Group is pleased to announce Jeffrey Anthony CFP® has been named Chief Growth Officer of the firm. In the newly created C-suite role, Anthony will lead organic and inorganic growth strategies for the firm, focused on client and asset as well as advisor mentorship, management, and development. He will also partner with fellow advisors on succession planning programs that fit both their needs and those of their clients.
“Since joining our firm in 2019 as a wealth management advisor, Jeff has been a key leader in multiple facets of our business,” said founder and CEO Trevor Wilde. “We created this role with only him in mind, knowing his prowess for developing and nurturing strategic, responsible growth through dynamic leadership, mentorship, networking, and market expertise. In our nearly 25 years in business, we’ve been able to grow from one to seven offices across Arizona with sister locations nationwide, and with Jeff on our executive team, the sky is the limit for us in the next 25 years.”
Prior to joining Wilde, Anthony worked for more than a decade at JPMorgan Chase. From 2014 to 2018, he ranked in the top 10% of client advisors for JP Morgan and also ranked among the top Private Client Advisors in the areas of customer retention and satisfaction. Anthony earned his Bachelor of Interdisciplinary Studies Business/Communication degree from Arizona State University and is a CERTIFIED FINANCIAL PLANNER™. He holds Series 7, 63, 65, and 66 securities registrations, as well as the Arizona Life and Health Insurance Producers License.
Within the community, Anthony is an appointed member of PCH 50, a remarkable group of 50 community leaders who tirelessly advocate for Phoenix Children’s Hospital. Through fundraising efforts since 2016, PCH 50 has raised more than $6.7 million for Phoenix Children’s as it continues to deliver innovative and impactful pediatric care to Arizona children. He is also a volunteer with Junior Achievement’s BizTown, and contributor to the Knights of Columbus as well as the Turnbow Foundation, is committed to improving the lives of disadvantaged children and their families through charitable giving. A leader within Wilde for Arizona – the firm’s community giving division – Anthony has also rolled up his sleeves on a number of firmwide volunteer and philanthropic initiatives, notably projects for Feed My Staring Children and Chrysalis.
At home, Anthony and his wife, Lisa, are always on the go with their three children – Brody, Brooklyn, and Jaxon – as well as their honorary fourth child, a French bulldog named Layla. In his spare time, Anthony enjoys traveling with his family and is an avid car enthusiast. The family lives in Chandler.
For more information, please visit www.wildewealth.com.
About Wilde Wealth Management Group
Wilde Wealth Management Group provides comprehensive retirement, investment, real estate, insurance, legal and tax planning services all under one roof. A fee-based firm with in-house Senior Financial Advisors, Certified Financial Planners, Certified Public Accountants, attorneys, and mortgage and insurance specialists all working together toward clients’ diverse goals, the firm has been recognized by Forbes and has been named to Barron’s “List of Top 1,200 Advisors” annually for 16 years, most recently ranking in the top five firms in Arizona. Currently, Wilde Wealth Management Group has offices across Arizona located in Scottsdale, Sun City-Surprise, Glendale, Sedona, Tempe, Tucson, and Payson as well as affiliates and partners in Indiana, California, Florida, and New Mexico. For more information, visit www.wildewealth.com.
