Anthony D. Speziale

Anthony (Tony) graduated from Bentley University with a Bachelor’s Degree in Accounting he also holds a Master’s Degree in Business Administration cum laude from University of Massachusetts.  He began his career in mutual funds with Putnam and Fidelity Investments and has also held positions with SunGard Brokerage Systems and Professional Alternatives, Inc.

Tony is an Enrolled Agent licensed to practice before the Internal Revenue Service and the Mass. Department of Revenue allowing him to represent clients in tax court audits.  Tony is also an investment advisor representative holding the FINRA Series 6, 63 and 65 securities registrations through Trust Advisory Group Ltd. and producer license with Massachusetts State and New Hampshire Non-Resident Life, Accident and Health.  This allows him to work with businesses and individuals creating tax and retirement planning, a key in savings and performance.  Clients continue to have strong, lasting relationships.

Tony consulted as a Business Systems Analyst in tax and compliance systems and had contracts with JPMorgan Chase, Putnam Investments, Tanisha Systems and Arbella Insurance.

Tony currently resides in Saugus, MA with his wife Karen.  They enjoy traveling, bowling and a good comedy. Tony continues to be involved with the community volunteering his time as a board member for the Saugus Lions Club an the MEG Foundation for the arts. volunteers for the Crohns and Colitis Foundation.

Contact Tony at ASpeziale@taxshop38.com.