Tom is a Financial Advisor at Wiss Private Client Advisors, LLC. Our Family Office team takes a holistic and comprehensive approach to financial planning and managing clients’ investment portfolios, and they work closely with their tax accountants, attorneys, and other professionals.
Siena College – Bachelors in Finance 2001
NYU – Certificate in Program for Financial Planning 2004
Certified Financial Planner (CFP®) and Accredited Investment Fiduciary (AIF®)
Since first starting his career in New York City at PriceWaterhouseCoopers LLP in 2001, Tom has enjoyed helping clients achieve their goals. He has focused on providing customized investment advisory and financial planning services to investors, their families, charitable entities, and trusts.
Spending time outdoors with my wife and 3 kids, including Boy Scout trips, coaching baseball, hiking, skiing, and enjoying the beach at the Jersey shore.