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Check out the background of this investment professional on FINRA’s Broker CheckBrokercheck

Check out the background of this investment professional on FINRA’s Broker CheckBrokercheck

Tony Root

As a licensed investment advisor, I believe that financial planning is far more than just investing. Education plays a vital role in the process. I strive to educate my clients as I use Dave Ramsey’s principles to guide them towards their personalized financial goals, which may include eliminating debt, taking control of personal finances, investing to plan for college or retirement, and ultimately achieving financial freedom.

Retirement planning can be a confusing process. I believe in leading my clients with the heart of a teacher as I help them to truly understand their investments. My goal is to live and give like no one else and to help all of my clients also achieve that financial freedom. I currently hold my Series 6, 63, and 65 Securities Licenses as well as Life Insurance Licenses.

When I’m not working, I enjoy spending time with my wife, Chalee, and 3 young children, Nora, Thea, and Tucker. We love to take road trips, explore new places, and also just to enjoy a good day at the local beach or a walk around our neighborhood.

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We’ll start with a conversation to get to know each other

Meet Up

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Get a Plan

I’ll present you with a customized plan based on your goals

More About Tony:

  • Series 6, 63, and 65 Securities Licenses as well as Life Insurance Licenses
  • 3 awesome kids and a great wife
  • On baby steps 4, 5, and 6
  • Dave Ramsey SmartVestor Pro
  • National Provider
  • Financial Peace University coordinator
  • Baltimore Ravens fan
  • Originally from Delaware
  • Loves going to the Smokey Mountains
  • Favorite food: shrimp

Locations Served

Contact

  • tony@smartprousa.com
  • 302-632-7898

State Licenses

AK, AL, AR, AZ, CA, CT, DE, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, VA, VT, WA, WI, WV

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPCPlease reference your advisor's specific bio page on this website, for specific states they are licensed as Registered Representatives in. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and SmartPro Financial are not affiliated. For Advisory services, this communication is strictly intended for individuals residing in the states of AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY.

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