Please complete the CAPTCHA to continue
@nexusf.com
✓
LinkedIn matched
A concise factual answer block for searchers comparing this professional profile.
Tom Mitchell is listed as Financial Planner at Nexus Financial, a with 5 employees, based in Blue Bell, Pennsylvania, United States. AeroLeads shows a work email signal at nexusf.com and a matched LinkedIn profile for Tom Mitchell.
Tom Mitchell previously worked as Branch Office Manager at Nexus Financial and Trading and Operations Manager/Financial Advisor/Life Insurance Agent at Rhm Partners. Tom Mitchell holds Bachelor Of Science (B.S.), Marketing from Temple University - Fox School Of Business And Management.
This section adds company-level context without repeating Tom Mitchell's masked contact details.
AeroLeads found 1 current-domain work email signal for Tom Mitchell. Compare company email patterns before reaching out.
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.
Listed skills include Customer Service, Management, Leadership, Sales, and 6 others.
Company context helps verify the profile and gives searchers a useful next step.
A career timeline built from the work history available for this profile.
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
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
Plymouth Meeting, Pa
Other employees you can reach at nexusf.com. View company contacts for 5 employees →
Kevin Swantek, Cfp®, Clu®
Colleague at Nexus FinancialGreater Philadelphia, United States
View →
GR
Guy Rossi
Colleague at Nexus FinancialBlue Bell, Pennsylvania, United States
View →
CH
Craig Hammer
Colleague at Nexus FinancialBlue Bell, Pennsylvania, United States
View →
KR
Kathleen Reilly
Colleague at Nexus FinancialBlue Bell, Pennsylvania, United States
View →
SK
Steve Kapp
Colleague at Nexus FinancialOreland, Pennsylvania, United States
View →
LD
Laurie Dunham
Colleague at Nexus FinancialNewark, New Jersey, United States
View →
Quick answers generated from the profile data available on this page.
Tom Mitchell works for Nexus Financial.
Tom Mitchell is listed as Financial Planner at Nexus Financial.
AeroLeads has found 1 work email signal at @nexusf.com for Tom Mitchell at Nexus Financial.
Tom Mitchell is based in Blue Bell, Pennsylvania, United States while working with Nexus Financial.
Tom Mitchell has worked for Nexus Financial and Rhm Partners.
Tom Mitchell's colleagues at Nexus Financial include Kevin Swantek, Cfp®, Clu®, Guy Rossi, Craig Hammer, Kathleen Reilly, and Steve Kapp.
You can use AeroLeads to view verified contact signals for Tom Mitchell at Nexus Financial, including work email, phone, and LinkedIn data when available.
Tom Mitchell holds Bachelor Of Science (B.S.), Marketing from Temple University - Fox School Of Business And Management.
Tom Mitchell is listed with skills including Customer Service, Management, Leadership, Sales, Process Improvement, Project Management, Strategic Planning, and Team Building.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial Search contactsCheck these profiles if this is not the Tom Mitchell you were looking for.
