Paradise Valley-based Wilde Wealth Management Group has announced Jeffrey Anthony, certified financial planner from Chandler, is named the first 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 clients and assets as well as advisor mentorship, management and development. He will partner with fellow advisors on succession planning programs that fit both their needs and those of their clients, according to a press release.
“Since joining our firm in 2019 as a wealth management advisor, Jeff has been a key leader in multiple facets of our business,” founder Trevor Wilde said in the release. “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 JP Morgan 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. As a certified finanical 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 group of 50 community leaders who advocate for Phoenix Children’s Hospital. He is also a volunteer with Junior Achievement’s BizTown, contributor to the Knights of Columbus and Turnbow Foundation, and 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 rolled up his sleeves on a number of firmwide volunteer and philanthropic initiatives, notably 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.
For more information, visit www.wildewealth.com.
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