Angelo Anello, CRPS®

Angelo has a passion for finance and helping others. Combining those two strengths, he entered the financial services industry shortly after graduating college. Today, nearly two decades later, his commitment has never wavered. He specializes in serving individuals and families preparing for retirement, as well as small business owners with implementing retirement plans. He enjoys working closely with clients and educating them on their opportunities so they can confidently make decisions.

Angelo first entered the industry working with several national firms, including Bank of America and Morgan Stanley. While he enjoyed working with investments, he wanted to work more closely with clients and build long-term relationships. With this in mind, he transitioned to become an independent LPL Financial Advisor with broker-dealer LPL Financial and founded his firm, Tailored Wealth Management, in 2009. In that time, Angelo has been recognized by LPL Financial as a member of the Patriot’s Club and Director’s Club for outstanding client service.

Angelo holds FINRA Series 7, 24, and 63 securities registrations through LPL Financial, as well as life and health insurance licenses. He received his Bachelor of Arts in Business from the Isenberg School of Management at University of Massachusetts, Amherst. Certified as a Chartered Retirement Plans SpecialistSM, he has advanced training in and knowledge of retirement plans, including design, implementation, management, and administration.

Angelo is a lifelong Massachusetts resident and currently lives in Walpole with his wife Wendy and their two children. The Anello family is actively involved in raising funds and awareness for AFTD, a form of dementia. To learn more about this illness please visit www.theaftd.org. In his spare time, he enjoys fishing, golfing, and traveling.