Thomas Feely, Clu, Chfc, Cfp

Thomas Feely, Clu, Chfc, Cfp Email and Phone Number

Financial Planning Associate at Blueprint Financial Group @ Blueprint Financial Group
reston, virginia, united states
Thomas Feely, Clu, Chfc, Cfp's Location
Silver Spring, Maryland, United States, United States
Thomas Feely, Clu, Chfc, Cfp's Contact Details

Thomas Feely, Clu, Chfc, Cfp work email

Thomas Feely, Clu, Chfc, Cfp personal email

Thomas Feely, Clu, Chfc, Cfp phone numbers

About Thomas Feely, Clu, Chfc, Cfp

Financial planning associate with over a decade of experience preparing analyses in the personal wealth management market.

Thomas Feely, Clu, Chfc, Cfp's Current Company Details
Blueprint Financial Group

Blueprint Financial Group

View
Financial Planning Associate at Blueprint Financial Group
reston, virginia, united states
Employees:
15
Thomas Feely, Clu, Chfc, Cfp Work Experience Details
  • Blueprint Financial Group
    Financial Planning Associate
    Blueprint Financial Group Sep 2018 - Present
    Reston, Virginia, United States
    Working closely with advisors and representatives to analyze the financial plans of high net-worth clients.
    View
  • Sherdog.Com
    Contributing Writer
    Sherdog.Com Jul 2018 - Present
    Preview writer for near-weekly UFC events.
    View
  • Northwestern Mutual
    Financial Plan Analyst/Associate Wealth Management Advisor
    Northwestern Mutual Feb 2008 - Dec 2015
    New York, Ny
    Analyzed financial information obtained from clients to determine strategies for meeting clients' financial objectives.Recommended strategies clients can use to achieve their financial goals and objectives, including specific recommendations in such areas as cash management, insurance coverage, and investment planning.Monitored financial market trends to ensure that plans remained effective, and identified any necessary updates.Prioritized workflow while working for four of the top financial advisors with Northwestern Mutual.Developed spreadsheets or databases to help clients find financial solutions.Answered clients' questions about the purposes and details of financial plans and strategies.Researched and investigated available investment opportunities to determine whether they fit into financial plans.Communicated concepts and solutions to staff within a small office.Maintained confidentiality while dealing with personal holdings of high net worth clients.
    View
  • Northwestern Mutual
    Financial Representative
    Northwestern Mutual Nov 2007 - Feb 2008
    New York, Ny
    Determined customers' financial services needs and prepared proposals to sell services that address these needs.
    View

Thomas Feely, Clu, Chfc, Cfp Education Details

Frequently Asked Questions about Thomas Feely, Clu, Chfc, Cfp

What company does Thomas Feely, Clu, Chfc, Cfp work for?

Thomas Feely, Clu, Chfc, Cfp works for Blueprint Financial Group

What is Thomas Feely, Clu, Chfc, Cfp's role at the current company?

Thomas Feely, Clu, Chfc, Cfp's current role is Financial Planning Associate at Blueprint Financial Group.

What is Thomas Feely, Clu, Chfc, Cfp's email address?

Thomas Feely, Clu, Chfc, Cfp's email address is tf****@****ail.com

What is Thomas Feely, Clu, Chfc, Cfp's direct phone number?

Thomas Feely, Clu, Chfc, Cfp's direct phone number is +141332*****

What schools did Thomas Feely, Clu, Chfc, Cfp attend?

Thomas Feely, Clu, Chfc, Cfp attended University Of Connecticut.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.