Thomas Brophy, Ricp®, Chsnc® work email
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Thomas Brophy, Ricp®, Chsnc® personal email
Thomas Brophy, Ricp®, Chsnc® phone numbers
You have spent years following your passion in the service of healing others. At Strategic Planning Group we understand and appreciate your dedication and sacrifice. Our practice is focused on the unique financial challenges that face those in the healthcare profession. Having spent years accumulating the intellectual capital that is the hallmark of the profession, it is necessary to have a financial strategy that supports you through the many stages of your professional career.Please note that current regulatory policy does not allow me to receive endorsements of Skills & Expertise. While I appreciate any intention of kind words and sentiment, please do not post comments relating to your opinion of me, my services, or the performance of your accounts.Please contact me through LinkedIn or directly at tbrophy@htk.com. I am licensed to sell insurance in Florida, Texas, Ohio, Pennsylvania, New York, Connecticut, Georgia, Wisconsin, and Illinois and securities in Pennsylvania, New York, and Florida. I can not communicate with nor respond to requests from people who reside in states where I am not licensed to conduct insurance or securities business. Securities Licenses 6, 63, 7, 66 & 24 Insurance License 2-15.LinkedIn is unaffiliated with Hornor, Townsend & Kent, LLC (HTK). Any recommendation posted to this page is not endorsed by, and may not represent the views of HTK nor its affiliates. This material is not intended to be a recommendation, offer or solicitation. Always consult a tax, legal, or financial professional regarding your personal circumstances. Securities & Advisory Services offered through HTK. Member FINRA www.finra.org | SIPC www.sipc.org. 600 Dresher Rd., Horsham, PA 19044. Strategic Planning Group is unaffiliated with HTK. HTK is a wholly-owned subsidiary of The Penn Mutual Life Insurance Company.
Strategic Planning Group
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Vice President Strategic DevelopmentStrategic Planning Group Jun 2021 - PresentTampa/Atlanta/CharlotteAs a healthcare professional your financial needs are constantly evolving. Early concerns about managing debt and "catching up" after a delayed career start, give way to selecting opportunities in future practice management. Coupled with personal financial goals and obligations, college, investments, a secure retirement, time and expertise are at a premium. Strategic Planning Group is your financial specialist, partnering with you to maximize long-term financial outcomes.
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Vice President Sales & Agency Development21St Century Financial Jul 2019 - Jun 2021Tampa/St. Petersburg, Florida AreaDelivering value to our clients is what we do daily at 21st Century Financial. We provide custom, comprehensive solutions for managing risk and creating opportunities for accumulating and efficiently transferring wealth. Our planning process is visual, repeatable, and not based on opinion. With each plan designed we communicate, educate, and monitor progress to ensure effective outcomes. -
Financial Adviser & Team Builder21St Century Financial Dec 2018 - Jun 2021Tampa/St. Petersburg, Florida AreaMy team and I are dedicated to educating and improving the outcomes for life's many milestones. We build custom family financial strategies for college, wealth accumulation, protection, and distribution through retirement and legacy. Our practice particularly focuses on the needs of closely held family business and those who have special needs. -
Associate General AgentVida Group/Ohio National Financial Services Mar 2017 - Nov 2018Tampa/St. Petersburg, Florida Area
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Financial AdviserXxi Financial Jul 2015 - Feb 2017Tampa/St. Petersburg, Florida Area
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Financial Services ProfessionalLevin Financial/Massmutual Financial Group Mar 2011 - Jun 2015Levin Financial/Massmutual Financial Group
Thomas Brophy, Ricp®, Chsnc® Skills
Thomas Brophy, Ricp®, Chsnc® Education Details
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Operations Management -
Family Business Planning -
Retirement Income Planning -
Financial Planning For Families With Special Needs.
Frequently Asked Questions about Thomas Brophy, Ricp®, Chsnc®
What company does Thomas Brophy, Ricp®, Chsnc® work for?
Thomas Brophy, Ricp®, Chsnc® works for Strategic Planning Group
What is Thomas Brophy, Ricp®, Chsnc®'s role at the current company?
Thomas Brophy, Ricp®, Chsnc®'s current role is Vice President Strategic Development Strategic Planning Group.
What is Thomas Brophy, Ricp®, Chsnc®'s email address?
Thomas Brophy, Ricp®, Chsnc®'s email address is th****@****sxm.com
What is Thomas Brophy, Ricp®, Chsnc®'s direct phone number?
Thomas Brophy, Ricp®, Chsnc®'s direct phone number is +1.212.584*****
What schools did Thomas Brophy, Ricp®, Chsnc® attend?
Thomas Brophy, Ricp®, Chsnc® attended Syracuse University - Martin J. Whitman School Of Management, The American College, The American College, The American College Of Financial Services.
What skills is Thomas Brophy, Ricp®, Chsnc® known for?
Thomas Brophy, Ricp®, Chsnc® has skills like Retirement Planning, Life Insurance, Disability Insurance, Insurance, Long Term Care Insurance, Financial Services, Finance, Customer Service, Small Business, Fixed Annuities, Strategic Planning, Financial Advisory.
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