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Tony Carimi

Vice President (Director of Financial Planning)

CCM Investment Advisers

United States, Maryland, Columbia

About Me

Mr. Carimi, a CERTIFIED FINANCIAL PLANNER™ professional, graduated from the University of South Carolina, Moore School of Business in 2009 with a Bachelor of Science Degree in Business Administration. He began his career as a Personal Banker with Wachovia Bank, a Wells Fargo Company. Prior to joining CCM in 2022, Mr. Carimi worked as Private Wealth Advisor with Synovus Bank. Mr. Carimi serves as CCM’s Director of Financial Planning. His responsibilities at CCM include management of client portfolios, creating and implementing financial plans, and designing and presenting appropriate investment portfolios to current and prospective clients. Mr. Carimi serves as Chairman of the local a

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Profile Information

Vice President (Director of Financial Planning)

CCM Investment Advisers

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Columbia

Maryland

United States

Oct 7, 2024

Work Experience

CCM Investment Advisers

Vice President
Apr 2022 - Present
Email: tonycarimi@ccminc.com

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