Thomas Bartley Email & Phone Number

Prior to joining with MERiTAGE, Tom served as Sales Vice President for FSG Financial Strategies Group, LLP where he was primarily responsible for FSG's top institutional and wirehouse accounts. Through a collaborative and consultative approach, Tom can review, design, and implement life insurance strategies. Tom’s support can help advisors expand their business capabilities by offering sophisticated wealth transfer concepts including estate planning, charitable giving, and business continuation solutions. Tom has been in the life insurance industry for over 40 years. Prior to joining Highland, Tom worked as a Life Insurance Specialist with Capitas Financial, Smith Barney, Merrill Lynch, and Shearson American Express. Tom currently holds the following FINRA licenses: Series 7 (FINRA General Securities Representative); Series 63 (NASAA Uniform Securities Agent State Law Examination); and Series 66 (Uniform Combined State Law Examination).Securities and Investment Advisory Services offered through The Leaders Group, Inc. Securities Dealer, Member FINRA/SIPC; TLG Advisors, Inc. Registered Investment Advisory; 26 W. Dry Creek Cir., Ste. 800 Littleton, CO 80120, (303) 797-9080

Listed skills include Life Insurance, Insurance, Retirement Planning, Financial Services, and 14 others.

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  Oregon State University

  Business Finance