Thomas B. Windfelder

Thomas B. Windfelder Email and Phone Number

Sr Partner and Owner @ Pittsburgh, PA, US
Pittsburgh, PA, US
Thomas B. Windfelder's Location
Greater Pittsburgh Region, United States
Thomas B. Windfelder's Contact Details

Thomas B. Windfelder personal email

n/a
About Thomas B. Windfelder

I specialize in helping senior executives, professionals and small business owners manage their financial affairs and achieve their strategic goals. Financial planning, tax strategizing, 401k Advisory Services and investment management strategies are key ingredients.Registered Representative of and securities and investment advisory services offered through Cetera Advisor Networks LLC, Member SIPC. Cetera is not affiliated with BENCHMARK Advisors or TBROOKS Financial Network.Specialties: All matters pertaining to Personal Financial Planning and business wealth management. Particular knowledge in Alternative Investments.Offices located at:2600 Nicholson Rd,Suite 3200Sewickley, Pa. 15043

Thomas B. Windfelder's Current Company Details
BENCHMARK Financial Advisors / TBROOKS Financial Networks

Benchmark Financial Advisors / Tbrooks Financial Networks

Sr Partner and Owner
Pittsburgh, PA, US
Thomas B. Windfelder Work Experience Details
  • Benchmark Financial Advisors / Tbrooks Financial Networks
    Sr Partner And Owner
    Benchmark Financial Advisors / Tbrooks Financial Networks
    Pittsburgh, Pa, Us
  • Benchmark Financial Advisors / Tbrooks Financial Networks
    Sr Partner / Owner
    Benchmark Financial Advisors / Tbrooks Financial Networks Jan 2011 - Present
    Sewickley, Pa.
    In January 2011, Tom transitioned TBROOKS from Allegheny Investments to BENCHMARK Financial Advisors to provide his clients more sophisticated investment solutions and greater expertise across the investment spectrum. In January 2014 he was named a Senior Partner.At BENCHMAARK, we are proudly independent. There's a great deal of value in working with us. We uncover fresh ideas to help you and your family preserve wealth and create future prosperity.CETERA Advisor Networks is the… Show more In January 2011, Tom transitioned TBROOKS from Allegheny Investments to BENCHMARK Financial Advisors to provide his clients more sophisticated investment solutions and greater expertise across the investment spectrum. In January 2014 he was named a Senior Partner.At BENCHMAARK, we are proudly independent. There's a great deal of value in working with us. We uncover fresh ideas to help you and your family preserve wealth and create future prosperity.CETERA Advisor Networks is the nation's second- largest independent borker-dealer firm, providing broad expertise for the affluent investor. Show less
  • Tbrooks Financial Networks
    Aif, Investment Advisor Representative, Financial Planner And Cost Containment Consultant
    Tbrooks Financial Networks 2000 - Jan 2014
    Wexford, Pa.
    Financial Planning firm that utilizes the Harvard, Yale, Princeton endowment methodology to help lower risk with a goal of providing performance over the long term. We are the ideal provider of Financial Services for Retailers & Retail-Entrepreneurs. We've been there ... we understant that industry, we appreciate its' fast pace, and we can relate to you in that industries' language. Our company moto is "PLANNING... for the things that REALLY matter.
  • May Dept. Stores (Kaufmann Division)
    Regional Vp-Stores & General Manager
    May Dept. Stores (Kaufmann Division) 1972 - 2000
    Had a diverse career with Kaufmann's (Pittsburgh, Pa) including senior positions in both Stores Management, and Merchandising.Highlights: VP/ DMM Home Furnishings/Furniture (3 yrs), Regional VP Stores (7 yrs), Regional VP/GM of Headquarters Store (7yrs).
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Thomas B. Windfelder Skills

Investments Financial Analysis Strategic Financial Planning Small Business Portfolio Management Forecasting Wealth Management Asset Allocation Finance Asset Managment Budgets Strategic Planning Securities Financial Services Retirement Planning Management Executive Management Asset Management Strategy

Thomas B. Windfelder Education Details

Frequently Asked Questions about Thomas B. Windfelder

What company does Thomas B. Windfelder work for?

Thomas B. Windfelder works for Benchmark Financial Advisors / Tbrooks Financial Networks

What is Thomas B. Windfelder's role at the current company?

Thomas B. Windfelder's current role is Sr Partner and Owner.

What is Thomas B. Windfelder's email address?

Thomas B. Windfelder's email address is tb****@****kfa.com

What is Thomas B. Windfelder's direct phone number?

Thomas B. Windfelder's direct phone number is +172477*****

What schools did Thomas B. Windfelder attend?

Thomas B. Windfelder attended Grove City College, Mt. Lebanon High School.

What skills is Thomas B. Windfelder known for?

Thomas B. Windfelder has skills like Investments, Financial Analysis, Strategic Financial Planning, Small Business, Portfolio Management, Forecasting, Wealth Management, Asset Allocation, Finance, Asset Managment, Budgets, Strategic Planning.

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