Anthony McDavid brings over 17 years of experience in financial advising, with a focus on helping successful families and small business owners work toward financial independence and long-term security. Since joining Cleveland Financial Group in 2016, Anthony has enhanced his planning capabilities to offer clients a more comprehensive and personalized approach.
His areas of expertise include financial planning, investment management, wealth accumulation strategies, and insurance solutions—particularly in life and disability income protection. Through a thoughtful discovery process and needs-based guidance, Anthony develops tailored strategies aligned with each client’s unique goals and priorities.
Anthony is a registered representative and investment advisor representative of Osaic Wealth, Inc., a broker-dealer (member SIPC) and registered investment advisor. He holds an MBA and maintains FINRA Series 7 and 63 securities registrations.
He lives in Avon Lake with his two children, Scarlett and James. Outside the office, Anthony enjoys basketball, golf, yoga, tennis, and reading.