Anthony Pratt, CWS
5500 Brooktree Road
Tony is a Certified Wealth Strategist (CWS) with more than 30 years of financial planning, wealth management and investment management experience. Over his career Tony has used his extensive knowledge and experience in the areas of trust, estate, tax, charitable and retirement planning to help his clients achieve their personal vision of financial success. This has included helping his clients:
- Transition confidently into retirement
- Navigate the complex areas of creditor protection and trust utilization
- Preserve and protect their wealth for future generations
- Establish a support structure in the event of incapacity
Prior to founding Riverview Wealth Partners, Tony joined Citizens Bank in 2010, where he established Citizens’ Wealth Management practice in Western PA and served as Private Wealth’s Market Leader for 8 years. Before joining Citizens, Pratt’s previous positions have included Senior Director with BNY Mellon’s Private Client Group and Senior Advisor with Fleet Financial Group’s Private Bank.
Tony graduated with honors from Saint Louis University’s Business School where his emphasis was in finance. In addition to gaining his CWS designation, Tony has graduated from numerous industry and university courses on all aspects of providing clients comprehensive wealth management services.
Tony and his wife Annette have raised their four children in Western PA, are members of St. John’s Lutheran Church of Highland and are active supporters of numerous charitable organizations.