associate advisor
Thomas Beattie, CFP®
Thomas has over 30 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 who studied at GWU in DC and the other is at Tufts University near Boston. Passionate about soccer, Thomas enjoyed the recent World Cup experience in the US with matches on both coasts and already beginning plans for Portugal & Spain World Cup in 2030. Previously, he served for over 10 years as the NY State Cup Girls Commissioner, and he volunteered on the Board of Directors for Long Island’s Soccer Referee Association, supporting over 1200 members with education and training.
Get in Touch l