VICE PRESIDENT WEALTH MANAGEMENT
CUSO Financial Services, L.P.
As a native of New Jersey, Tom earned his Bachelors in Finance from the University of Montclair and brings over 15 years of experience in the financial services industry. Tom has been a Financial Advisor with
FAIRWINDS since 2001. He currently holds his Series 7, 63, 65, and Life and Health licenses.
Tom understands that members choose FAIRWINDS for their investment needs because of our commitment to provide exceptional service and value. Members turn to Tom for financial planning guidance because he creates trusting partnerships and long-term
FAIRWINDS Members rely on Tom for advice.
"My members know that I will make recommendations that will be in their best interest to help achieve a financially secure future. My investment philosophy places a great deal of emphasis on planning for long-term goals and keeping a well diversified portfolio.
So much so, that I routinely save 10-15% of my own income for the future."
Licensed in the states of AL, CA, CO, CT, DC, FL, GA, IL, IA, KS, ME, MD, MA, MI, MN, MO, NJ, NY, NC, OR, PA, PR, SC, TN, TX, VA, WA and WI.