“I am committed to providing clients with personalized financial strategies that bring them clarity and peace of mind.”
Anthony DeTrane
Associate Wealth Advisor
Fairfax
After earning his degree, Anthony sought a career that combined his natural interpersonal skills with his educational background. He joined PBMares in the summer of 2023 as a college intern and returned full-time in 2024, drawn to the firm’s collaborative culture and strong focus on building meaningful relationships.
He earned a Bachelor of Science degree in Business Administration with a concentration in Finance and a minor in Leadership Studies from Christopher Newport University in Newport News, Virginia. He now holds his Series 65 license.
As a wealth advisor and financial planner, Anthony’s superpower is his active listening. This allows him to truly understand both colleagues’ and clients’ needs and customize strategies that align with their goals. He collaborates with the tax team to integrate strategies into comprehensive wealth and retirement planning, including tax-efficient withdrawal approaches and optimizing asset allocation across investment portfolios.
Rooted in the values of trust and integrity, his holistic approach is guided by PBMares’ commitment to fostering lasting relationships and providing clients with thoughtful financial plans.
Based in Fredericksburg, Virginia, Anthony lives with his wife, Laura. A passionate reader and former athlete, he played baseball for ten years before discovering a love for rugby, which he played for three years. An Eagle Scout, Anthony also enjoys hiking, biking, and exploring the outdoors in his free time.