Thomas Doody Email & Phone Number

Tom began his career in the financial services industry in 2002, and has worked with clients through a wide range of economic and market conditions. He has earned the Chartered Retirement Plan Counselor™ and Chartered Retirement Plan Specialist™ designations from the College of Financial Planning. Tom is an essential resource to individuals, small businesses and non-profits in managing their financial needs. He believes in a long-term approach to investing and wealth strategies, and incorporates strategic and tactical investment strategies to navigate the constantly changing investment landscape. Tom works on a fee-based advisory basis for the majority of clients, and utilizes the vast resources of Edward Jones to design strategies customized for each client to more efficiently manage both sides of their personal balance sheet. Services provided include: - Strategic Planning- Education Planning- Estate Considerations- Insurance Planning- Business Retirement PlanningTom received his Bachelors Degree in Business Administration from Hilbert College and his Masters Degree from the University of Phoenix. He and his wife Tracy live in the Scottsdale area with their daughters Ava and Violet.In his spare time, Tom is active in supporting several non-profits; including the Pat Tillman Foundation, the Phoenix Zoo and Roswell Park Cancer Research Center. He was named the Hilbert College 'Alumnus of the Year' in 2013 due in large part to his work on behalf of those organizations.* Chartered Retirement Planning Counselor™, CRPC™ and Chartered Retirement Plans Specialist™, CRPS™ are registered service marks of the College for Financial Planning./*********/For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see www.edwardjones.com/disclosures/social-media.