Tom Moyer
Vice President, Financial Advisor
CFP®, Series 7 & 63 Securities Registrations*, Series 65 Advisory Registrations†, Series 66 Advisory Registrations§
Tom is a seasoned professional with decades of experience in the financial services industry. In one of his earlier roles, Tom worked as a Financial Planner for one of the world’s largest tax advisory firms. His skills cover all aspects of wealth management including retirement income planning and employer benefit plans.
In his current role, Tom maintains all aspects of the client relationship; including comprehensive portfolio recommendations, client review meetings, and financial analysis. He actively monitors clients’ investments and overall portfolio performance to ensure goals remain aligned.
Tom is a Five Star Wealth Manager as seen in New Jersey Monthly magazine for six consecutive years.
- CERTIFIED FINANCIAL PLANNER™ Professional
- BA - Business Administration, Muhlenberg College
- Five Star Wealth Manager (2016-2021)1
Tom serves clients at our Parsippany, NJ office.
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* Securities registrations are held with LPL Financial, Member FINRA/SIPC.
† Advisory registrations are held with Wealth Enhancement Advisory Services.
§ Series 66 held with the LPL Financial and Wealth Enhancement Advisory Services.
1 Award is based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of the Five Star Wealth Managers. Research conducted by Five Star Professional. (2012-2021)
