Tom Mitchell

Tom Mitchell Email and Phone Number

Financial Planner @ Nexus Financial
blue bell, pennsylvania, united states
Tom Mitchell's Location
Blue Bell, Pennsylvania, United States, United States
Tom Mitchell's Contact Details

Tom Mitchell work email

Tom Mitchell personal email

n/a
About Tom Mitchell

My commitment is to provide a financial planning experience defined by clarity, understanding, responsiveness, and unwavering support. With over 15 years of hands-on experience, I understand that everyone's financial journey is unique. That's why I value a caring and collaborative approach to planning. I'm committed to understanding your unique dreams, challenges, and everything in between. Building trusting relationships is essential to my work. I'll take the time to explain complex concepts in a way that makes sense to you, patiently guiding you toward making informed financial decisions.Tom began in the financial services field in 2008 with a broad exposure to the industry. Using his proven approach of helping clients to identify their financial goals, Tom specializes in providing clients with education and strategies designed to secure their financial futures. Tom graduated Magna cum Laude from Temple University, where he earned a bachelor's degree in Business Administration/Marketing. He holds FINRA Series 7, 24, and 66 licenses and is life insurance licensed in multiple states. Tom currently resides in Quakertown, PA with his wife, Erica, and their three children: Joshua, Sophia, and Lilly.

Tom Mitchell's Current Company Details
Nexus Financial

Nexus Financial

View
Financial Planner
blue bell, pennsylvania, united states
Website:
nexusf.com
Employees:
5
Tom Mitchell Work Experience Details
  • Nexus Financial
    Financial Planner
    Nexus Financial Aug 2011 - Present
    Securities and investment advisory services offered through Osaic FA, Inc., member FINRA/SIPC. Osaic FA is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic FA. AR Insurance License #: 16272405
  • Nexus Financial
    Branch Office Manager
    Nexus Financial 2018 - Mar 2022
    Blue Bell, Pa
    Nexus Financial, LLC is a financial services marketing organization comprised of two separate entities; Independence Financial Group, Ltd and RHM Partners, LLC. While Nexus officially began in 2019, its roots go all the way back to 1991.Nexus Financial (Nexus) was formed with the belief that the future of organizations such as ours will be focused on the ability to better align our goals and objectives to those of independent advisors like yourself. In order to better serve you, we needed to nurture our historical value-added proposition of helping you grow your business in a manner that best suits your objectives while efficiently processing your business in a timely basis. It is our goal to deliver a broad array of high quality products at competitive compensation with the highest level of support to you and your clients.In addition to the outstanding lineup of life, annuity, long term care and disability products that Nexus offers, we also have access to one of the nation's top independent broker-dealer operations, Lincoln Financial Advisors, with approximately 8,900 independent representatives, agents, and full-service financial planners throughout the US. Lincoln Financial Advisors (LFA) professionals can offer planning and advisory services, retirement services, life products, annuities, investments, and trust services to affluent individuals, business owners, and families. Together with a strong insurance product offering, a high-quality broker/dealer with a corporate RIA and more than 70 years of combined industry experience, our team is well positioned to help you take your business to the next level.Tom Mitchell is a registered representative of Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. He is securities licensed in DE, FL, MD, MO, NJ, OH, PA, and VA. Nexus Financial is not an affiliate of Lincoln Financial Advisors Corp. CRN-4224416-012422
  • Rhm Partners
    Trading And Operations Manager/Financial Advisor/Life Insurance Agent
    Rhm Partners Oct 2008 - Jan 2019
    Plymouth Meeting, Pa

Tom Mitchell Skills

Customer Service Management Leadership Sales Process Improvement Project Management Strategic Planning Team Building Operations Management Money Management

Tom Mitchell Education Details

Frequently Asked Questions about Tom Mitchell

What company does Tom Mitchell work for?

Tom Mitchell works for Nexus Financial

What is Tom Mitchell's role at the current company?

Tom Mitchell's current role is Financial Planner.

What is Tom Mitchell's email address?

Tom Mitchell's email address is tm****@****usf.com

What schools did Tom Mitchell attend?

Tom Mitchell attended Temple University - Fox School Of Business And Management.

What skills is Tom Mitchell known for?

Tom Mitchell has skills like Customer Service, Management, Leadership, Sales, Process Improvement, Project Management, Strategic Planning, Team Building, Operations Management, Money Management.

Who are Tom Mitchell's colleagues?

Tom Mitchell's colleagues are Craig Hammer, Steve Kapp, Kathleen Reilly, Kevin Swantek, Cfp®, Clu®, Guy Rossi, Laurie Dunham.

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