My Personal Story
I grew up in New York City. In 1988, I graduated from the prestigious Bronx High School of Science. In 1992, I graduated from the University of Vermont with a Bachelor’s of Science in Business Administration with a major in Finance. Upon graduation, I received the University of Vermont’s highest honor, The Kidder Medal. The Kidder Medal is awarded to the outstanding senior male in character, leadership and scholarship. I then moved back to New York City to take advantage of an outstanding offer to work for and help manage over $300 million for Bear Sterns. Nonetheless, I continued to visit Vermont, as I was obligated to at least come up semi-annually as a University of Vermont Business School Board of Advisors’ member. Wanting the quality of life Vermont offered, I decided to move back to Vermont, and in 1999, I opened an Edward Jones Investments office in Shelburne. MY office quickly grew from scratch and by December of 2004 I was managing over $60 million for clients and was in the top 1 percent of Edward Jones offices nationwide. My life suddenly and dramatically changed on January 25th, 2005. After saying goodbye to my then girlfriend, and now wife, Michelle, I was in a near-fatal car accident with a snowplow on my way home. Doctors said I shouldn’t have lived. Luckily, the accident only left me with a temporarily crushed pelvis, causing me to be non-weight-bearing for four months, and leaving me with a surgically repaired ear. My near-fatal car accident changed my perspective on life and on my profession. While still at Fletcher Allen Health Care, I decided to leave Edward Jones Investments and start my own firm with the goal of not only helping clients invest their money, like 93 percent of financial advisors, but to become a real wealth manager, like the other 7 percent, with a complete approach to addressing my clients’ financial lives.* I now help successful individuals and families, as well as people going through transitions, such as death, divorce and retirement, make smart decisions with their money that are aligned with their values and goals. I do this by using a consultative process to identify where they are now, where they want to go, and any gaps for getting there. I then work with a network of professional advisors to help my clients make informed decisions that will help them achieve what is important to them. I only work with a select group of clients for whom I believe I can have a tremendous impact. If I am not the right advisor for someone, I'm more than happy to refer them to someone that is. Antoine has been awarded the Equity Services Inc.'s Bronze Producer Award, for ranking third nationally in 2010. Additionally, he received the 2010 Circle of Excellence Award, in recognition of significant contributions made to Equity Services, Inc. Equity Services, Inc. is an independent Broker-Dealer. He is also a 2011 Qualifying Member of the Million Dollar Roundtable (MDRT) and its Court of the Table, which is comprised of the leading Financial Service Professionals.** I live in South Burlington, Vermont, with my wife Michelle and our two sons, Matias and Ezra. I love spending time with my family, training for and participating in triathlons and playing golf. *Source: CEG Worldwide, 2007. **Source: Based on sales criteria.
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