Thomas Briggs, Aif®

Thomas Briggs, Aif® Email and Phone Number

Partner, Managing Director, Wealth Manager at Plaza Advisory Group, Inc. @ Plaza Advisory Group, Inc.
About Thomas Briggs, Aif®

I am an Accredited Investment Fiduciary® that assists clients in assessing their goals, risk tolerances and resources in order to develop appropriate durable asset allocation strategies that help them achieve their desired financial planning outcomes. I implement financial planning principles and durable portfolio construction to enable individuals and institutional clients to navigate the turbulent ups and downs of the financial markets.I appreciate the importance of keeping up with the ever-changing financial landscape and believe there’s no crystal ball in the financial world, but there are ways to take a deeper view than what appears on the surface. At Plaza, I am free to make independent choices that are in my clients’ best interest. Having the independence to go in whatever direction my clients and my team deem appropriate. I appreciate the ability to offer clients a broad array of choices. Understanding my clients’ situation is key to working successfully with them and their families. I take pride in providing a level of service that shows his personal commitment.I was selected by Forbes Magazine as a “Best in State Wealth Advisors in Missouri” in their February 2018 issue and again in the 2019 February issue.When not in the office, my interest are saltwater fishing, golf, spending time with my grandchildren and traveling with my wife. Past experience includes serving as a board member for Boy Hope/Girls Hope, serving on the Des Peres Board of Adjustment and the Des Peres Planning and Zoning Committee.

Thomas Briggs, Aif®'s Current Company Details
Plaza Advisory Group, Inc.

Plaza Advisory Group, Inc.

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Partner, Managing Director, Wealth Manager at Plaza Advisory Group, Inc.
Thomas Briggs, Aif® Work Experience Details
  • Plaza Advisory Group, Inc.
    Partner, Managing Director, Wealth Manager
    Plaza Advisory Group, Inc. Jan 1982 - Present
    Clayton, Missouri, Us
    Since our 1985 beginning, the focus of Plaza's proactive financial specialists has been helping people make smart decisions and durable plans before, during, and after major life and business events. After 30 years in the business, we continue to deliver the ideal balance of customer service and financial knowledge anchored by our signature reliance on researched-based financial education. We believe this potent combination helps our clients to make good decisions, eliminate blind spots, and build a trusted, long-term relationship with our team.Finding yourself amid change - whether in life or business, or both - is rife with emotion, stress and, sometimes, indecision. Direction can be elusive, but the right tools can help grasp, assess, and manage your financial future, and give you some clarity.Steward Partners Global Advisory is an employee-owned, full-service partnership, catering to family, institutional, and multigenerational investors. Our financial advisors deliver comprehensive wealth planning and investment strategy implementation, professional asset services, private banking, institutional consulting, and business solutions. We pride ourselves on delivering bespoke service with an unwavering commitment to excellence.Securities are offered through Steward Partners Investment Solutions, LLC (“SPIS”), registered broker/dealer, member FINRA/SIPC. Investment advisory services are offered through Steward Partners Investment Advisory, LLC (“SPIA”), an SEC-registered investment adviser. SPIS, SPIA, and Steward Partners Global Advisory, LLC are affiliates and collectively referred to as Steward Partners.Representatives of Plaza Advisory Group, Inc. are registered with and provide securities and/or advisory services through Steward Partners.For important disclosure information, please see "Disclosures" page on our website https://www.stewardpartners.com/Disclosures.36.htm

Thomas Briggs, Aif® Skills

Estate Planning Alternative Investment Strategies Retirement Planning Fee Based Investment Management Family Wealth Consulting Asset Allocation Strategies Qualified Plan Consulting

Thomas Briggs, Aif® Education Details

  • University Of Missouri-Saint Louis
    University Of Missouri-Saint Louis
    Finance And Economics
  • University Of Missouri-Columbia
    University Of Missouri-Columbia
    Finance And Economics

Frequently Asked Questions about Thomas Briggs, Aif®

What company does Thomas Briggs, Aif® work for?

Thomas Briggs, Aif® works for Plaza Advisory Group, Inc.

What is Thomas Briggs, Aif®'s role at the current company?

Thomas Briggs, Aif®'s current role is Partner, Managing Director, Wealth Manager at Plaza Advisory Group, Inc..

What is Thomas Briggs, Aif®'s email address?

Thomas Briggs, Aif®'s email address is ka****@****ail.com

What is Thomas Briggs, Aif®'s direct phone number?

Thomas Briggs, Aif®'s direct phone number is +131459*****

What schools did Thomas Briggs, Aif® attend?

Thomas Briggs, Aif® attended University Of Missouri-Saint Louis, University Of Missouri-Columbia.

What skills is Thomas Briggs, Aif® known for?

Thomas Briggs, Aif® has skills like Estate Planning, Alternative Investment Strategies, Retirement Planning, Fee Based Investment Management, Family Wealth Consulting, Asset Allocation Strategies, Qualified Plan Consulting.

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