Thoroughbred Advisors

Thoroughbred Advisors

Financial Services Latham, New York, United States 64 employees
Employees
64
Contacts
3
Emails
3
Phones
1

Thoroughbred Advisors Overview

Headquarters
Latham, New York, United States
Phone Number
Available in AeroLeads
Industry
Financial Services
Employees
64
Funding
,
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Thoroughbred Advisors

With over a decade of experience as a Financial Advisor and later Managing Director at Northwestern Mutual, Conor Boyd founded Thoroughbred Advisors with the goal of delivering a higher quality of planning, technology, and service experience to his existing and growing clientele. A consistent experience is delivered to our clients through Conor's Financial Planning Process. Thoroughbred Advisors has a network of Professionals whose expertise can be called upon during the Planning Process. These professionals may include CPA’s, Attorney’s, Pension Administrators, Actuaries, and Insurance Underwriters. This process helps ensure our clients products, plans, and professionals are working efficiently toward their financial security and prosperity. Whether you are Entering the Starting Gate, Hitting Your Stride, or Coming Down the Home Stretch, Thoroughbred Advisors will be there every step of the way to help you win your race. Conor Boyd is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. Securities and Investment Advisory Services are offered solely by Equity Services, Inc., Member FINRA/SIPC, 421 Troy Schenectady Rd, Latham NY 12110, 518-608-4608. Thoroughbred Advisors is independent of Equity Services, Inc. In CO, MO, NH and WI, Equity Services, Inc. operates as Vermont Equity Services, Inc.

Thoroughbred Advisors Contact Details

People in AeroLeads
4
With contact data
3
Email contacts
3
75.0% coverage
Phone contacts
1
25.0% coverage

Thoroughbred Advisors Org Chart

Sample employees and titles
Name Title Contact
Deirdre Gibbons Marketing Strategist & Campaign Manager - Deepening Client Relationships - Driving Revenue - Delivering Data-driven Strategies & Solutions
Email Phone
Courtney Schingledecker Chief Operations Officer at Thoroughbred Advisors
Email
Audrey Lee-Gulotty Financial Planning Professional / 金融財務規劃管理 - 中、英文精通 - Retirement Planning - Wealth Accumulation - Tax Efficiency
View
Lara Smith Agency Escalation Manager at Thoroughbred Advisors
Email

Employees by Management Level

Individual contributor 13 profiles
Executive 2 profiles
Manager 2 profiles
Director 1 profile
Associate / junior 1 profile

Department Contact Coverage

Department Contacts Email Phone
Finance 5 5 2
General 3 3 0
Executive 2 2 0
Sales 1 1 1

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