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Tony S
Series 63, Series 65
Lee, MA
Exodus Wealth, LLC
Tony Sonsini is a financial advisor with Prosperity Wealth Management, Inc. He holds Series 63 and Series 65 licenses and has 29 years of industry experience. His prior work includes roles at Foresters Equity Services, Inc. and Fortune Financial Services, Inc. Outside of advisory work, he is involved in insurance sales. Prosperity Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, and pension/profit-sharing plans, offering asset management, financial planning, and consulting services. The firm manages approximately $442 million with a focus on tailored portfolio supervision, employing multiple analytical methods and oversight of third-party managers.
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