Thomas (Tom) joined OneDigital in 2022 and currently serves as Senior Vice President of Wealth Management. Tom’s primary focus is managing the Private Client Group wealth advisory practice and cultivating business development opportunities.
Tom has enjoyed a successful career of more than 35 years. He has retail and wholesale experience, including fee-based asset management, life, health, disability, long-term care, and all forms of property and casualty insurance. He has aligned himself with staff and strategic partnerships, allowing him to maintain his various businesses. His diverse experience makes him a valuable resource.
Tom received his education at Seton Hall Preparatory School, where he currently serves on the school’s Board of Trustees, LeMoyne College, and Seton Hall University. He holds Series 7 and 63 licenses, as well as a New Jersey Life, Health, and Accident Insurance license.
Investment advice offered through OneDigital Investment Advisors, an SEC-registered investment adviser and wholly owned subsidiary of OneDigital, or through Gouldin & McCarthy, LLC, a registered investment adviser. Securities offered through Triad Advisors, LLC (member FINRA/SIPC). OneDigital Investment Advisors, Gouldin and McCarthy LLC and Triad Advisors are separate entities.