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Meet the the Sound Harbor Planning Team

Our goal is to understand what matters to you, meet or exceed your expectations and make a meaningful difference in you life.

Anthony D'Aquila, Jr., CFP®

Anthony D'Aquila, Jr., CFP®

Wealth Advisor

Brookfield, CT

See Profile for Anthony D'Aquila

Anthony M. Adamo

Anthony M. Adamo

Wealth Advisor

Mamaroneck, NY

See Profile for Anthony M. Adamo

JeanMarie Lebrini

JeanMarie Lebrini

Client Service Associate

Mamaroneck, NY

Ann Marie Livecchi

Ann Marie Livecchi

Client Service Associate

Ossining, NY

INVESTMENT AND INSURANCE PRODUCTS: NOT FDIC INSURED • NOT A BANK DEPOSIT • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NO BANK GUARANTEE ● MAY LOSE VALUE

Important Information for You to Know About Our Business and Relationship With You

We are required to deliver two important disclosure documents about our business and relationship with you:

  • Form Client Relationship Summary (“Form CRS”) is a brief summary of the brokerage and advisory services we offer.
  • Regulation Best Interest Disclosure Statement and Related Information for Retirement Accounts is a more detailed description of the brokerage services we offer and our obligations under Regulation Best Interest when we make recommendations to you as your broker-dealer.

Please review both of these important documents online at https://www.citi.com/investorinfo/. If you prefer paper copies, please contact your advisor or call us at (800) 846-5200 | TTY: Use 711

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Important Information

The products and services mentioned in this page are not offered to individuals resident in the European Union, European Economic Area, Switzerland, Guernsey, Jersey, Monaco, San Marino, Vatican and The Isle of Man. Your eligibility for a particular product and service is subject to a final determination by us. This communication is not, and should not be construed as, an offer, invitation or solicitation to buy or sell any of the products and services mentioned herein to such individuals.

Citigroup Inc. and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.

Citi Personal Wealth Management is a business of Citigroup Inc., which offers investment products through Citigroup Global Markets Inc. (CGMI), member SIPC. Citigroup Life Agency LLC (CLA) offers insurance products. In California, CLA does business as Citigroup Life Insurance Agency, LLC (license number 0G56746). CGMI, CLA and Citibank, N.A. are affiliated companies under the common control of Citigroup Inc. Citi, Citi and Arc Design and other marks used herein are service marks of Citigroup Inc. or its affiliates, used and registered throughout the world.

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