As the lead Financial Advisor for The Markey Group at Morgan Stanley, Tom has been helping clients pursue financial goals for over Thirty years.The practice consists of affluent clients, retirees, executives, professionals, endowments, pensions and foundations. The Markey Group’s team approach begins with a financial plan with a focus on retirement planning strategies that seek to concentrate on wealth accumulation and future cash flow strategies.While at Morgan Stanley, Tom earned the designation of Wealth Advisor and successfully completed The Senior Account Executive Program at The Wharton School, University of Pennsylvania. Tom is also designated as a Portfolio Management Director, Financial Planning Specialist and Senior Investment Management Consultant for pensions, endowments and foundations.Tom served on the Advisory Board for The School of Business at Quinnipiac University (2011-2018) and is currently on the Board of Trustees at New England College.Tom’s hobbies include golf, paddle tennis, skiing, open water swimming, sprint triathlon’s, while also volunteering with The Norwalk Open Shelter, Stamford Covenant House, The Student Mentoring Program for the School of Business at Quinnipiac University and a Community Sponsor for the Greenwich Alliance for Education. NMLS#: 175607
