Tom Alessi
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Tom Alessi Email & Phone Number

Location: Auburndale, Massachusetts, United States 7 work roles 2 schools
1 work email found @moodystreet.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email t****@moodystreet.com
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Current company
Role
President
Location
Auburndale, Massachusetts, United States
Company size

Who is Tom Alessi? Overview

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Quick answer

Tom Alessi is listed as President at Westwood Wealth Advisors, a with 50 employees, based in Auburndale, Massachusetts, United States. AeroLeads shows a work email signal at moodystreet.com and a matched LinkedIn profile for Tom Alessi.

Tom Alessi previously worked as Investment Advisor Representative at The Moody Street Group, Llc and Financial Consultant at Cco Investment Services. Tom Alessi holds Ba, Communication from Massachusetts College Of Liberal Arts.

Company email context

Email format at Westwood Wealth Advisors

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{first_initial}{last}@moodystreet.com
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Profile bio

About Tom Alessi

As an Investment Advisor Representative, I act with integrity when helping Professionals & Business Owners. Our services are intended to help everyone have a better relationship with their money. I do all of this with a values-based approach to a comprehensive planning service.My clients come to me when they:✔ Want to save more on taxes today✔ Understand how withdrawal rates impact retirement income✔ Set future goals for themselves and their familiesThe landscape has change for Business Owners & Professionals and my clients are tired of putting all of their energy into:❌ Investing without understanding why they are doing it❌ Not knowing what will happen to their 401(k) if the market crashes❌ Being unaware of the taxation of Social Security benefitsWithin just a few months of meeting with me, they’re frequently able to:🎯 Feel at ease with a plan they can rely on🎯 A clear understanding of how to achieve all of their goals🎯 Know how much income they will generate in retirementHow can I come alongside you and help you see the road ahead?You spend the bulk of your time in your business and not nearly enough energy on your exit strategy.That’s where I come into play.If I was able to show you a way that you might be able to increase your retirement income 30 to 50 percent, while guaranteeing a certain portion of that income, would that be of interest to you?If you’re ready to begin your journey, then I invite you to send me a message here on LinkedIn or schedule a quick 15-minute introductory call where we can chat about your specific needs.Here’s my calendar:https://meetwithtom.net/

Listed skills include Income Protection, Retirement Income Strategies, Financial Planning, Financial Advisory, and 7 others.

Current workplace

Tom Alessi's current company

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Westwood Wealth Advisors
Westwood Wealth Advisors
President
Newton, MA, US
Website
Employees
50
AeroLeads page
7 roles

Tom Alessi work experience

A career timeline built from the work history available for this profile.

President

Westwood Wealth Advisors

Newton, Ma, Us

Investment Advisor Representative

Current

134 Rumford Ave, Suite 201, Newton, Ma 02466

Learn how more efficient planning can help your retirement. Did you know you may be able to increase your income in retirement by 30-50% without saving any more money?Registered Representative and Investment Advisor Representative of and securities offered through OneAmerica Securities, Inc., a Registered Investment Advisor, Member FINRA, SIPC. The Moody Street Group is not an affiliate of OneAmerica Securities or the companies of OneAmerica Financial and is not a broker dealer or… Show more Learn how more efficient planning can help your retirement. Did you know you may be able to increase your income in retirement by 30-50% without saving any more money?Registered Representative and Investment Advisor Representative of and securities offered through OneAmerica Securities, Inc., a Registered Investment Advisor, Member FINRA, SIPC. The Moody Street Group is not an affiliate of OneAmerica Securities or the companies of OneAmerica Financial and is not a broker dealer or Registered Investment Advisor.Tom Alessi may conduct life insurance and securities business in Massachusetts and may be licensed in other states. Financial professionals cannot conduct life insurance or securities business in states in which they are not licensed.This content is not a recommendation or endorsement of any product, service, security or issuer, nor should a "like" be interpreted as an endorsement by the firm or its financial professionals. Third-party posts do not reflect the views of Tom Alessi and have not been reviewed for completeness and accuracy. Further communication with this representative must be sent to and from talessi@moodystreet.com. For more information, refer to the following consumer websites: www.FINRA.org, www.SIPC.org. Show less

Jan 2018 - Present

President

Current
Westwood Wealth Advisors

134 Rumford Ave, Suite 201, Newton, Ma 02466

Our focus is to put the client first, gaining knowledge of their situation, circumstances and goals, providing strategies and tools to work with our clients to develop any and all potential, utilizing the skills available to us to help them achieve their desired goals, and always doing so with trust, honesty, and respect.

Feb 2014 - Present

Financial Consultant

Cco Investment Services

Newton 4 Corners And Wellesley, Ma

Jan 2012 - Jan 2014

Qualified Plan Specialist

For more than 12 years I worked with individuals and small business owners to guide them through their financial decisions and developed strategies to help them achieve financial success.

Jan 2000 - Dec 2011

Account Executive

Cost Management Corp
Feb 1994 - Aug 1999
Team & coworkers

Colleagues at Westwood Wealth Advisors

Other employees you can reach at moodystreet.com. View company contacts for 50 employees →

2 education records

Tom Alessi education

Graduate, Hope

Needham High School
FAQ

Frequently asked questions about Tom Alessi

Quick answers generated from the profile data available on this page.

What company does Tom Alessi work for?

Tom Alessi works for Westwood Wealth Advisors.

What is Tom Alessi's role at Westwood Wealth Advisors?

Tom Alessi is listed as President at Westwood Wealth Advisors.

What is Tom Alessi's email address?

AeroLeads has found 1 work email signal at @moodystreet.com for Tom Alessi at Westwood Wealth Advisors.

Where is Tom Alessi based?

Tom Alessi is based in Auburndale, Massachusetts, United States while working with Westwood Wealth Advisors.

What companies has Tom Alessi worked for?

Tom Alessi has worked for Westwood Wealth Advisors, The Moody Street Group, Llc, Cco Investment Services, Axa Advisors, and Cost Management Corp.

Who are Tom Alessi's colleagues at Westwood Wealth Advisors?

Tom Alessi's colleagues at Westwood Wealth Advisors include Olivia Kelley, John Kendrick, George Gatzunis, Albert Tsagikyan, and Melanie Krupa.

How can I contact Tom Alessi?

You can use AeroLeads to view verified contact signals for Tom Alessi at Westwood Wealth Advisors, including work email, phone, and LinkedIn data when available.

What schools did Tom Alessi attend?

Tom Alessi holds Ba, Communication from Massachusetts College Of Liberal Arts.

What skills is Tom Alessi known for?

Tom Alessi is listed with skills including Income Protection, Retirement Income Strategies, Financial Planning, Financial Advisory, Estate Planning, Retirement Planning, Employee Benefits, and Disability Insurance.

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