associate advisor
Thomas Beattie, CFP®
Thomas has over 25 years of experience having worked with top advisor teams during his time with Stifel, Morgan Stanley, and Citigroup. He gained expertise in evaluating the trading and other operations of broker-dealers and registered investment advisers. Thomas obtained his CERTIFIED FINANCIAL PLANNERTM certification in 2010. He also holds a Bachelor of Science degree in Finance from Wake Forest University.
On the Personal Side...
Thomas enjoys spending time with his wife, whom he grew up with in New Jersey. They have two sons, one studying at GWU in DC and the other at Tufts University. Passionate about soccer, Thomas is the NY State Cup Coordinator and Girls Commissioner, and he volunteers on the Board of Directors for Long Island’s Soccer Referee Association, supporting over 1200 members with education and training.
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