Antone Mercurio

With more than 30 years of experience in financial services, I help individuals, families, and business owners navigate the complexities of wealth management with a distinctive blend of Wall Street experience and Monterey values. Raised in a commercial fishing family on the Monterey Peninsula, my early lessons in hard work started at age 14 in the waters of Bristol Bay, Alaska, alongside my grandfather—a respected fisherman in the industry. That first summer’s earnings funded my initial stock purchase, planting the seed for a lifelong interest in business and investing.

After graduating from CSU Sacramento, and following a stint with the Department of Defense, I began my financial career at Dean Witter Reynolds in the World Trade Center. The mentorship and camaraderie I found there shaped my approach to client service and left a lasting mark that draws me back for a visit to Ground Zero every few years.

In 2019, after 24 years working with individuals, families, and business owners, I founded Antone Mercurio LLC to deliver truly independent, client-focused advice. My practice is built on a foundation of trust, integrity, and hands-on service. I believe financial planning is equal parts numbers and hospitality—every client deserves clear expertise delivered with genuine care and integrity.

I offer comprehensive financial planning that integrates investment management, retirement planning, and estate strategies, working closely with your attorneys and CPAs to deliver cohesive solutions. Whether you’re planning for retirement, optimizing your investment strategy, or seeking to protect your family’s legacy, I’m here to help you chart your course to financial confidence.

My wife, Gretchen, and I are proud to call the Monterey Peninsula home and grateful to raise our four sons—Matthew, Michael, Antone, and Eli—in such a close-knit community. We stay active in our sons’ lives and value the connections we’ve built both professionally and personally.

If you’re ready to explore how a personalized, comprehensive approach to wealth management can help meet your goals, I invite you to contact me for a complimentary consultation—over coffee or via video chat. Let’s build your financial roadmap together.