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Anthony P

Series 63, Series 66

Petoskey, MI

Merrill

Anthony Provenzano is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined Merrill in 1984 and has over 48 years of experience in the financial industry. In his role, he works with individuals, families, and businesses to develop customized financial strategies that align with their financial goals. His expertise includes areas such as divorce transition planning, employee benefits planning, family wealth management, legacy planning, managing new wealth, personal retirement planning, tax minimization, portfolio management, and small business strategies. Mr. Provenzano holds a Bachelor of Business Administration degree in Financial Management from Western Michigan University and holds the professional designation of Personal Investment Advisor (PIA). He has been recognized on the Forbes “Best-in-State Wealth Advisors” list multiple times, including in 2021, 2022, 2023, 2024, and 2025. Outside of his professional work, he has been actively involved in various community organizations. His personal interests include boating, golfing, spending time with family, and traveling.

Wealth management Retirement income strategy General retirement planning Tax-loss harvesting Business sale tax planning
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