Tony D. May

Biography

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. Tony takes pride in seeking to provide clients with exceptional risk-adjusted performance and superior service.

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.

SPECIALIZATIONS

• Asset Management
• Estate Planning
• Financial Planning
• Insurance Planning
• Liability Management
• Portfolio Structure & Management
• Retirement Planning

Credentials

• Holds his Series 7, 9, 10, 31, 63 & 65 licenses
• CA Insurance Lic. #0A69826

Mission Statement