Tony Spano
Managing Director, Wealth Management
Tony is the Managing Director of Wealth Management at Choreo, based in the Potomac, Maryland office. With deep expertise in business transition and transaction planning, estate planning, financial planning and philanthropy, Tony works closely with multi-generational families, individuals, and organizations to preserve, protect, and grow their wealth. He collaborates with business owners and high-net-worth individuals to develop and implement customized financial plans that align with their long-term goals. His holistic approach integrates tax planning, retirement planning, and asset management, ensuring a comprehensive strategy for his clients. In addition, he partners with CPAs, attorneys, and insurance professionals to provide well-rounded financial planning solutions.
Tony also has a strong focus on serving non-for-profit organizations, helping them create and execute long-term reserve strategies and employee benefit plans.
Before joining Choreo, Tony spent over 18 years at RSM US LLP; in his role as Principal, he lead the mid-Atlantic practice. Earlier in his career, he worked as an Associate at Vanguard, further refining his expertise in wealth management.
When he's not advising clients or leading teams, Tony can often be found at the pool watching a swim meet or coaching his three children's baseball and basketball teams.
PROFESSIONAL AFFILIATIONS AND DESIGNATIONS
- CFP®
- Accredited Investment Fiduciary®
EDUCATION & AWARDS
- Bachelor of Business Administration, Finance, University of Delaware
- Forbes 2025 Best-in-State Wealth Advisors
