Forthright with his clients and utterly steadfast in approach, Tony Zambri has built one of the most successful independent financial-advisory practices on Long Island today. Indeed, the 41-year-old Suffolk County native has a refreshingly grounded manner - calm and free of hyperbole - contrasting sharply with that of the many pitchmen in his profession. Moreover, Zambri resembles his clients -- thoroughly self-made, modest, almost low-key. He's a keeper of what he calls a "physician's mentality" in addressing his clients' challenges. "It's not about wanting people to like you. You don't go to a doctor to be happy. You go for a professional diagnosis, to leave with important information. That information makes you worry less." The medical analogy is hardly surprising: Zambri ("I was ultra-competitive when I was younger") was a one-time pre-med at Cornell, before switching his focus to finance. His journey too has been remarkably stable: "I've had the same business card for 19 years." He launched his career a week after graduation with "just a desk and telephone." His father, Joseph Zambri, had been one of Long Island's most successful general insurance agents, and while he worked from the same office, the younger Zambri was jumping into a different field. "The world was changing - financial and retirement planning was coming to the forefront. My dad believed I'd follow him into insurance - he sometimes thought I was nuts." With something to prove, his work ethic kicked in: "My next vacation was my honeymoon, five years later." By his 30s Zambri was conducting retirement-planning seminars; new clients followed. For a few years Zambri jumped into management - adding staff, hiring and firing - but the experience only reinforced his belief that he worked best, like a physician, as a one-on-one practitioner. Since then he has focused single-handedly on his clients, a diverse group of business owners, professionals and families who've built their wealth over a lifetime and are navigating for retirement. Part of Zambri's success lies in having earned the faith and confidence of clients many years his senior, sometimes a generation older. Yet he is no schmoozer, and he concedes he's almost quirky in his restraint; "I don't send out golf balls as gifts to my clients. Why pretend to be something you're not? I'm only interested in having legitimately constructive conversations." Away from the office Zambri is an enthusiastic golfer, and enjoys coaching his children's Little League teams. He and his wife Jennifer have four children under the age of 13. "For me family is what it's all about." They live in Middle Island, NY, not far from where he grew up.
DISCLOSURE: Anthony Zambri is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. Securities and investment advisory services are offered solely by Equity Services, Inc., Member FINRA/SIPC, 1393 Veterans Memorial Highway, Suite 314N, Hauppauge, NY, 11788. Tel: (631) 582-6400. All entities referenced are independent of Equity Services, Inc. TC37298(1007)