LPL Financial Advisor
With over 25 years in the Financial Services industry, Tom works with families, individuals, small business owners and corporations. Building trust and friendship are key elements to working with Tom. He has the background and strategies to customize any investment plan for a credit union member. From portfolio management, to insurance, to 401k, to retirement planning and trading strategies, Tom can help you.
Tom attended Temple University on a football scholarship, earning freshman all-American honors in 1987. Completing his degree (BBA) in Economics 1991, he began working on Wall Street as an order clerk. He rose rapidly through the ranks to become a VP and senior market maker, then institutional sales trader.
The company merged with Merrill Lynch at which time Tom left his trading role and moved to the retail side of the business. He immediately found he enjoyed working with people as their advisor. Tom wakes up each morning ready to assist clients with their financial goals.
Tom grew up in the great state of New Jersey, but has made Plymouth Meeting, Pennsylvania his home. In his free time Tom enjoys playing golf and watching his son play baseball.