Investment Adviser Representative
Tom is a graduate of Cornell University with a bachelor’s degree in Applied Economics. He is a 30 year veteran of the financial services industry working with financial advisers, businesses, organizations and individuals. Over the years, Tom has developed and managed employee benefit and retirement plans, and through hard work, brand development and practice acquisitions, he successfully built his own financial services practice. Throughout his career, Tom has consistently achieved Honors Club and President Council for the companies he represented. He brings us a wealth of experience and knowledge with a dynamic and effective style.
Tom rejoined Novem Group in October 2014, and looks forward to helping our advisers build successful financial practices to better serve our clients.
(585) 419-2312 | firstname.lastname@example.org
Check the background of this investment professional on the SEC’s Investment Adviser Public Disclosure website: https://www.adviserinfo.sec.gov/