Tony Kosack
Financial Consultant RJFS*
Email: Tony.Kosack@AUBWM.com
Bio
Tony began his career in financial services in 2000, and over the years he has gained the knowledge and perspective that helps him guide clients on their financial journey. Tony takes a holistic view of clients’ financial lives, blending investment management with advanced planning and long-term relationship building. His day begins before the market opens as he reviews financial news, economic reports and overnight market activity - resources that will ensure he has the most current knowledge to help manage his clients’ investments. Tony believes relationship management is constant—not just when the markets are calm. Throughout the day, he makes calls and sends personal check-ins for anything from reassuring clients during market volatility to celebrating a milestone—a business sale, a child’s college graduation or a well-earned retirement. His clients know he does more than just manage their portfolios; he is also there to guide them through life’s financial complexities. He coordinates with CPAs, attorneys and other trusted professionals to ensure all aspects of their financial plan work together seamlessly. From retirement income strategies to estate planning, business transitions to legacy goals, Tony works to ensure no detail is left behind.
Originally from Columbia, Maryland, Tony now calls Eldersburg, Maryland home. In his spare time, he enjoys reading, Martial Arts and spending time with his wife and children.
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*Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as Atlantic Union Financial Consultants and are not insured by any bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Atlantic Union Bank, Atlantic Union Bank Wealth Management, and Atlantic Union Financial Consultants are separately owned and operated and not independently registered as broker-dealers or investment advisers.
Atlantic Union Financial Consultants, LLC is an affiliate of Atlantic Union Bank.4300 Cox Road, Glen Allen, Virginia 23060 | T: 888-263-3545 | F: 804-967-8820 | www.aubwm.com