About Vision
 
  " Quality means doing it right when no one is looking. "  
  -Henry Ford  
 
  " The three great essentials to achieve anything worth while are: Hard work, Stick-to-itiveness, and Common sense.  "  
  -Thomas Edison  
 
     
     
 
 
 

About VisionVision Wealth Management, LLC is locally owned and operated by Waterford resident Anthony J. Vocalina, III. In 1985, Anthony started with Fidelity Investments of Boston, MA where he worked until March of 2005. Anthony's last position at Fidelity was Vice President of Private Access. He was responsible for handling accounts in excess of $1 million.

Anthony holds the Series 7 / 9 / 10 / 63 license. In addition, Anthony has the AIF® designation*.

Anthony brings new meaning to personalized service. When you are a client, you will get his cell phone number. If you happen to miss Anthony, he will return your phone call within 24 hours. He realizes operating a business is 24 X 7.

Anthony strives to educate his clients as much as possible. Anthony wants you to know what you own, why you own it, and how it will benefit you.

Anthony is a lifelong resident of Waterford, CT. Anthony gives back to the community by donating to the Women's Center of Southeastern CT, Inc. and St. Joseph's Church in New London. He dontes to the Waterford High School Athletic Fund, and is a sponsor of Waterford Little League North and South.

Anthony is happily married to his wife Malissa. He has a daughter, Alexa and a son, Anthony IV. He enjoys spending time with his children. Also, you may find Anthony at the local gym as he goes consistently every morning.

Additionally, Anthony has many references available upon request. Vision Wealth Management, LLC is located on Boston Post Road in Waterford.

*AIF®
The Accredited Investment Fiduciary® (AIF®) designation is granted by the Center for Fiduciary Studies, a Fiduciary360 (fi360) company. To obtain the AIF® designation, candidates must study fi360's Prudent Practices and their legal basis, demonstrate the ability to apply the Prudent Practices in their own investment practices, and pass a proctored exam. An AIF® designee is able to define and encourage fiduciary standards, identify legal standards that require fiduciaries to prudently manage investment decisions, and apply the Practices that define a prudent investment process. After obtaining the designation, designees must complete 6 hours of continuing education hours annually and agree to comply with a code of ethics.

 


VISION WEALTH MANAGEMENT, LLC
210 Boston Post Road | Waterford, CT 06385 | 860.447.8874

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COPYRIGHT © 2016. ALL RIGHTS RESERVED
Securities offered through Parkland Securities, LLC. Member FINRA/SIPC.
Investment advisory services offered through Sigma Planning Corporation, a registered investment advisor.
Vision Wealth Management, LLC. is independent of Parkland Securities, LLC. and Sigma Planning Corporation.

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