Investment Planning, Wealth Management
Financial Advisor
Camden
Direct: 207-230-5834
Fax: 207-230-5882
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Tom graduated from the University of Massachusetts/Lowell with a BS in business administration and a concentration in marketing. He joined Allen Financial in 2005.
Working in Midcoast Maine, Tom helps clients work toward their financial goals from retirement and wealth management to insurance and other savings needs. Tom also spent six years at Eaton Vance Wealth Management, a financial services firm in Boston, where he worked with many clients throughout the Mid-Atlantic area.
Tom has FINRA Series 6, 7, 63, and 66 registrations; he is a CERTIFIED FINANCIAL PLANNER™ Professional, an Accredited Investment Fiduciary® and a Certified Plan Fiduciary Advisor.
