Talon LLC

Matthew Jones is a financial advisor at Talon Private Wealth, LLC with two years of industry experience. He holds a Series 65 designation and previously worked for nine years at Cox Media Group. Talon Private Wealth provides investment advisory and financial planning services to individuals and high net worth clients. The firm emphasizes tactical asset allocation and technical analysis, utilizing model portfolios and a variety of investment strategies, including options and short sales.

Rennie Rodriguez is a financial advisor at Talon Private Wealth, LLC with a Series 65 designation and approximately six years of industry experience. His prior roles include positions at Bucket List Wealth Management, Risk Strategies, and TB Financial/Parady Financial Retirement Planning. He is also licensed as an insurance agent, focusing on annuity and life insurance sales. Talon Private Wealth, LLC provides investment advisory and financial planning services to individuals and high net worth clients, utilizing tactical asset allocation and technical analysis. The firm employs model portfolios, third-party turnkey asset management platforms, and a range of strategies including options and short sales.

Anastasia Fusco is a financial advisor at Talon Private Wealth, LLC with Series 63 and Series 65 licenses and four years of industry experience. She has worked at Talon Private Wealth since 2020 and also has experience with AAG Capital, Inc. Prior to her career in finance, she worked in plastic surgery and education. Talon Private Wealth, LLC provides investment advisory and financial planning services to individuals and high net worth clients, offering portfolio management, retirement plan consulting, and written financial plans. The firm emphasizes tactical asset allocation and technical analysis, typically implementing model portfolios and rebalancing according to market conditions.