Dr. CC (Cecily) Anthony

Personal Details

Bio

Dr. Cecily “CC” Anthony, AAMS®, is a Financial Advisor and a Professor of Finance, Business, Hospitality and Economics. With over two decades of experience and a Doctorate in Organizational Leadership, she blends practical money wisdom with real-life insight.

Her speaking style is engaging, relatable, and empowering—making complex financial concepts simple and actionable for audiences of all backgrounds.

Current position (2)

Financial Advisor

Edward Jones

Professor

SEI

Degrees (4)

Masters in FInance

Johnson and Wales University

2005 to 2006

Doctor of Management Organizational Leadership

University of Phoenix

2009 to 2013

Culinary Arts Management

The Culinary Institute of America

1998 to 2001

Masters Instructional Technology

Strayer University

2016 to 2017

Presentations

Presentations (24)

Foundations of Investing

Start your wealth journey with strategy and purpose—ideal for
beginners and young professionals.

Leave It, Move It, Roll It, Take It: Rollovers & Transfers

Understand what to do with old 401(k)s and employer plans—and
how to avoid common rollover mistakes.

Creating Your Estate Plan

Beneficiaries, wills, trusts, life insurance, and taxes—made simple so you can protect your legacy.

The Markets Today: Performance, Volatility & Opportunity

A real-time look at what’s happening in the markets and how
investors can position themselves wisely.

Social Security Simplified

3 Myths That Could Cost You Thousands
What It Is & How to Maximize Your Benefits

The Value of Time: The Beauty of Compounding Interest

See how small, consistent actions create lasting wealth—perfect for youth and early investors.

Is the U.S. Dollar Losing Its Lead?

A thought-provoking discussion about global currency shifts and
investor impact.

Is Paying Off Your Mortgage Early the Right Move?

Explore the pros, cons, and opportunity costs from a financial
advisor’s perspective.

Stock Market 101

Educational and engaging sessions that simplify investing for every age group.

The 3 D’s of Investing

Diversification, Dollar-Cost Averaging, and Discipline—the
foundational habits for successful investing.

Say “I Do” to Profit

A lively session designed for wedding planners and professionals in the wedding industry to understand personal and business investing.

How to Invest in Stock Options

Understand the fundamentals of options strategies, risk, and reward.

Wealth & Wisdom: Why Women Need Their Own Financial Security

Empowering women to take charge of their finances and design the future they deserve.

Career Day: I Am a Financial Advisor

Inspire students with real-world insights into the finance profession.

Turning Bricks into Wealth

A Financial Advisor’s perspective on how real estate and market
investing work together to build wealth.

Faith. Focus. Finances.

Discover how aligning your faith with your financial goals can create true peace and purpose. In this empowering session, Dr. CC blends Biblical principles with practical money wisdom to help you build wealth, live generously, and steward your blessings with confidence.

Personal Budgeting & Long-Term Goal Planning

Discover how to take control of your cash flow, align spending with your values, and create a roadmap for future financial milestones.

Family Economics: Teaching Kids the Value of Money

Practical ways to raise financially savvy children who understand earning, saving, and giving.

Where to Retire Outside of the U.S.

Explore the most affordable and lifestyle-friendly retirement destinations abroad — including cost, healthcare, and tax considerations.

How to Pay Off Debt

Simple, actionable strategies to eliminate debt faster and free up cash flow for long-term wealth building.

Buying a Home

Understand the full financial picture of homeownership — from budgeting and credit to mortgages and equity growth.

Creating Paychecks in Retirement

Learn how to turn your savings into sustainable income streams for life, using smart withdrawal and investment strategies.

Bitcoin & Beyond: The Speculation Game

A balanced conversation about cryptocurrency — what it is, how it works, and why it remains a highly speculative space.

I Have a Business Idea — Where Do I Start?

Step-by-step guidance on how to turn an idea into a legitimate, financially sound business with purpose and profit.

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Expertise (18)

Finance Behavioral Finance Family Couples & Family Financial Dynamics Estate Planning Money Veterans Military Faith Budget Stock Market Investing Advisor