As President of Long View Wealth Management, LLC, Tom guides his staff to provide top notch service to each and every client. Tom's experience and commitment help position his clients to meet their personal and financial goals. He prides himself on the lasting, positive relationships he has formed with his clients. Tom has been providing advice to his clients since 1992, and founded Long View Wealth Management, LLC in 2007.
Tom is a registered representative with Securities America, Inc. and an investment advisor representative with Securities America Advisors, Inc. His industry registrations include FINRA Series 6 (Investment Company Products Representative), FINRA Series 7 (General Securities Representative), NASAA Series 63 (Uniform Securities Agent State Law Exam), and NASAA Seires 65 (Uniform Securities Advisor Law Exam).
Tom has also earned the Retirement Income Certified Professional designation, RICP®.
Tom divides his time between Connecticut and North Carolina. He enjoys kayaking, fishing and yoga.