Tom Foran, Cim Email & Phone Number

As the Portfolio Manager and Senior Wealth Advisor of the Foran Lush Financial Advisory Team at Scotia Wealth Management, I work with clients to help them grow and protect their wealth. I have been in the financial services industry since 2000, beginning my career at Merrill Lynch in Memphis, Tennessee. I have been fortunate enough to have lived my entire life in the financial services industry, learning from my father throughout his successful 40-year career as an Investment Advisor. Through him and his peers, I learned the values of a disciplined approach to investing. I aim to bring long-standing and successful investment strategies to my clients within the most advanced platforms available. By managing clients money on a discretionary basis, I am able to oversee both strategy and risk within a response time appropriate for today’s markets. Along with my extensive knowledge and expertise, leveraging the local and national capabilities of Scotia Wealth Management allows me to deliver a full service wealth management offering to my clients. Working together I can help you develop a plan that’s right for your needs – today and in the future. No matter where you are in life, I work with individuals, families, entrepreneurs, business professionals and corporations by providing expert financial advice. I focus on going beyond just delivering investment solutions. It involves knowing your business inside and out, communicating often and effectively including asking for – and listening to – feedback, all while working closely with each client and their family to educate, protect and guide through any investment decisions that may arise. This personalized approach I take with our clients has been the core strength of my business. Contact me today to find out how I can help you achieve your financial goals regardless of your stage in life. We’re here to help.

Listed skills include Investment Strategies, Portfolio Management, Financial Analysis, Investments, and 6 others.