Antonio Shamo
Wealth Associate, Assistant Vice President
As a Wealth Management Associate – Assistant Vice President, Antonio handles daily tasks to help create an exceptional client experience by following up on client requests, portfolio analysis, and financial research as well as assisting in developing financial plans as directed by our Wealth Advisors. Antonio is currently attending Oakland Community College, on his way to an Associate in Business Administration, with a focus in Finance.
Antonio has a passion to help individuals, families, and business owners prepare for retirement. He is dedicated to delivering a tailored and valuable client experience that focuses on getting to know the client and their family to help them achieve their goals. Antonio enjoys building meaningful relationships and is excited to help you in your journey to financial success.
Outside of work, Antonio enjoys spending time with his family and friends, traveling, playing pickleball and maintaining a healthy lifestyle by working out regularly.