Thomas Monahan

Thomas Monahan Email and Phone Number

Senior Financial Advisor @ BCG Securities
Ocean City, NJ, US
Thomas Monahan's Location
Ocean City, New Jersey, United States, United States
Thomas Monahan's Contact Details

Thomas Monahan work email

Thomas Monahan personal email

n/a

Thomas Monahan phone numbers

About Thomas Monahan

Series 7 Licensed in 1983 my goal was( and still remains), to build retirement plan assets through the "value theory" of investing. I specialize in equities and tax-free municipal bonds. My achievements have included :President's Council for Legg Mason for 10 years and the Directors Club of Morgan Stanley twice. Advisor of the year award 2022 Horace Mann/BCG Securities. Working Horace Mann/BCG since 2007 gives me the flexility necessary to provide outstanding management and service for my clients. We truly emphasize the “team approach” for our clients. In October of 2000 I purchased and renovated Max's Cafe .Established in 1912, Max's has been a wonderful experience and a great place for private client portfolio reviews and corporate meetings.

Thomas Monahan's Current Company Details
BCG Securities

Bcg Securities

View
Senior Financial Advisor
Ocean City, NJ, US
Website:
bcgsecurities.com
Employees:
22
Thomas Monahan Work Experience Details
  • Bcg Securities
    Senior Financial Advisor
    Bcg Securities
    Ocean City, Nj, Us
    View
  • Horace Mann
    Financial Advisor
    Horace Mann May 2007 - Present
    United States
    View
  • Bcg Wealth Management/Bcg Securities
    Senior Financial Advisor
    Bcg Wealth Management/Bcg Securities May 2007 - Sep 2023
    Pension Management and Consulting. Specialing in IRA Rollovers from qualified plans.
  • Morgan Stanley Smith Barney
    Senior Vice President
    Morgan Stanley Smith Barney Oct 1999 - Feb 2005
    Wealth Management
    View
  • Legg Mason
    Senior Vice President
    Legg Mason Feb 1986 - Oct 1999
    Wealth Managment
    View

Thomas Monahan Skills

401k Retirement Retirement Planning Investments Investment Advisory

Thomas Monahan Education Details

Frequently Asked Questions about Thomas Monahan

What company does Thomas Monahan work for?

Thomas Monahan works for Bcg Securities

What is Thomas Monahan's role at the current company?

Thomas Monahan's current role is Senior Financial Advisor.

What is Thomas Monahan's email address?

Thomas Monahan's email address is to****@****ast.net

What is Thomas Monahan's direct phone number?

Thomas Monahan's direct phone number is +185645*****

What schools did Thomas Monahan attend?

Thomas Monahan attended Rutgers University.

What are some of Thomas Monahan's interests?

Thomas Monahan has interest in Skiing, Cooking, Traveling, Tennis, Golf.

What skills is Thomas Monahan known for?

Thomas Monahan has skills like 401k, Retirement, Retirement Planning, Investments, Investment Advisory.

Who are Thomas Monahan's colleagues?

Thomas Monahan's colleagues are Steven Tumminello, Conor Mckenna, Nabeel Abdul Khaliq, Giancarlo Parisi, Mark Cohen, Mick Kostiuk.

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