Anthony J Di Meglio
Wealth Management Advisor and Co-Founder|CFP®, ChFC®, CLU®
Personal
Anthony Di Meglio was born in Princeton, NJ to his mother Susan Di Meglio and father Luigi Di Meglio. He has two older brothers, Frank and Vinny. Frank also works at Northwestern Mutual as the Managing Partner of Downtown Milwaukee, Mequon and Brookfield offices. Anthony now lives in Flemington, NJ with his wife Kelsey, their two daughters and their two dogs Bentley and Sully.
While growing up, Anthony attended Robbinsville High School. Following high school graduation, he earned a degree in Finance at Quinnipiac University. His finance degree gave him a solid foundation in which he learned to help build financial plans for his clients.
Anthony enjoys working hard to help his clients achieve financial security. However when not in the office, or meeting with clients, he finds himself spending time with his family and friends. Anthony also enjoys spending time outdoors where he can appreciate nature's beauty.
Professional
Before Anthony Di Meglio can speak intelligently about the financial planning that might be appropriate for you and your family, he needs to get to know you. And, before you can feel comfortable sharing your goals and dreams, you need to get to know him..
Anthony Di Meglio came to Northwestern Mutual while in college and joined Northwestern Mutual's Top 10 internship program.
In 2014, he accomplished Pacesetter, which is a benchmark that only the top 10% of Financial Advisors hit. Anthony has continued to excel in his work. Since 2013 he has been ranked multiple times as a Top 50 Financial Advisor for client acquisition and satisfaction. Every year since 2019 Anthony has qualified for the Million Dollar Round Table, which is the premier association of financial services professionals. Accomplishing these goals, shows that Anthony has what it takes to help his clients achieve financial security.
Education
Quinnipiac University - Finance (Bachelor of Science)
| Chartered Life Underwriter | - | The American College |
Chartered Financial Consultant - The American College
Certified Financial Planner
Lending a hand in my community
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Here are my areas of expertise
Financial Planning
Life Insurance Strategies
Disability Planning
Investment Planning & Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Business Planning & Succession
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
