Anthony J. Leopizzi Honored As Best-In-State Wealth Advisor by Forbes
Anthony J. Leopizzi Honored As Best-In-State Wealth Advisor by Forbes!
NAPLES, FL – April 8. 2025 – Anthony J. Leopizzi, CFP ® , CLU ® , ChFC ® , CIMA ® a Private Wealth Advisor with Ameriprise Financial in Naples was named to the list of “Best-in- State Wealth Advisors” published by Forbes. The list recognizes financial advisors who have demonstrated high levels of ethical standards, professionalism, and success in the business. The rankings are based on data provided by thousands of the nation’s most productive advisors. Leopizzi was chosen based on assets under management, industry experience, compliance record and best practices in his practice and approach to working with clients. Leopizzi is part of Verita Wealth Advisory Group, a private wealth advisory practice of Ameriprise Financial Services, LLC. Leopizzi graduated from New York Institute of Technology with a degree in finance. Leopizzi has 35 years of experience with Ameriprise Financial.
As a Private Wealth Advisor, Leopizzi of Verita Wealth Advisor Group provides financial advice that is anchored in a solid understanding of client needs and expectations and provided in one-on-one relationships with his clients. For more information, please contact Fran Devito 914-997-7526, visit the
office at 12330 Tamiami Trail East, suite 101-A, Naples, FL 34113 or check out their website at www.ameripriseadvisors.com/anthony.j.leopizzi
About Ameriprise Financial
At Ameriprise Financial, we have been helping people feel confident about their financial future for more than 130 years 1 . With extensive investment advice, asset management and insurance capabilities and a nationwide network of 10,000 financial advisors, we have the strength and expertise to serve the full range of individual and institutional investors’ financial needs. Visit forbes.com for additional information about Forbes. Forbes 2025 Best-In-State Wealth Advisors List
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Company founded June 29, 1894.
Source: Forbes, “Best-in-State Wealth Advisors,” April 8. 2025 Forbes rankings are developed by SHOOK Research and are created using an algorithm that includes both qualitative (in-person, virtual and telephone due diligence meetings; client impact; industry experience; review of best
practices and compliance records; and firm nominations) and quantitative (assets under management and revenue generated for their firms) data. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Certain awards include a demographic component to qualify. These rankings for each applicable year are based on the opinions of SHOOK Research, LLC, are not indicative of future performance or representative of any one client’s experience and are based on data from the previous two calendar years. Forbes magazine and SHOOK Research do not receive compensation in exchange for placement on the ranking or its use. For more information: www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value. Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2025 Ameriprise Financial, Inc. All rights reserved.
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