Tony May is Managing Director, Investments in the Newport Beach office of Wedbush Securities. He has over 34 years of experience in the financial industry, with 30 of those years as a registered Financial Advisor. Earlier in his finance career, he started as a banker with First Interstate Bank. He soon discovered his passion for capital markets and portfolio management. His guiding principles enabled him to launch his career providing the highest level of service and portfolio management for his clients which is now the cornerstone of his practice.
Before joining Wedbush, Tony worked at Lehman Brothers, Smith Barney, Merrill Lynch, UBS, Morgan Stanley, and Stifel Nicolaus, which all contributed to him building his business with his financial planning approach of “always putting the client first and doing the right thing.”
As a seasoned financial planner, he focuses on assisting clients by providing customized wealth management strategies to high net-worth individuals, businesses, and key executives. His overall goal is to develop simple integrated tax-efficient strategies that help maximize clients’ net after-tax accumulation of wealth.
Originally from Northern California, Sacramento, he now resides in Laguna Niguel, CA with his wife of 26 years and their two daughters. In his spare time, he enjoys golf, tennis, obstacle-course racing, hiking and traveling. He also enjoys attending sporting events, plays, concerts and visiting art museums.
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Since our founding in 1955, Wedbush has been a leader in the financial services industry providing our clients, both private and institutional, with a wide range of securities brokerage, wealth management, and investment banking services; Headquartered in Los Angeles, California with 100 registered offices and nearly 900 colleagues, the firm focuses on client service and financial safety, innovation, and the utilization of advanced technology.
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Fixed income securities are subject to increased loss of principal during periods of rising interest rates and are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors. Investors should consider carefully information contained in the prospectus, including investment objectives, risks, charges, and expenses. You can request a prospectus by contacting your Wedbush Financial Advisor and/or Registered Representative. Past performance is never a guarantee of future returns.
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