Thomas B. Conway Jd Cfp® Aif® Cima® Cpwa® Ctfa® Clu® Ricp® Email & Phone Number

Tom is now semi-retired and resides in Fernandina Beach, FL. He consults as Senior Wealth Advisor with Pine Harbor Wealth Management, LLC, based in the Washington, DC Metropolitan Region. Tom is the retired Founder and Managing Member of the Connemara Group, LLC. In early 2024, Connemara and Pine Harbor completed a planned internal succession. Tom now concentrates on advising clients how to prepare for and then enjoy a full, healthy, productive, and prosperous retirement. In his own retirement, he now pursues lifelong interests in nutrition, physical fitness, and the natural world. Tom is among a handful of practicing advisers nationally to have climbed the Seven Summits of Financial Planning: 1) General Financial Planning - Certified Financial Planner; 2) Law or Accounting - Attorney; 3) Investment Management - Certified Investment Management Analyst and Accredited Investment Fiduciary; 4) Private Wealth Advisory - Certified Private Wealth Adviser; 5) Insurance - Chartered Life Underwriter; 6) Estates & Trusts - Certified Trust & Financial Adviser, Accredited Estate Planner and Trust & Estate Practitioner; and 7) Philanthropy - Chartered Adviser in Philanthropy. In addition, Tom has earned Retirement Planning's Triple Crown: 1) Retirement Income Certified Professional; 2) Chartered Retirement Counselor; and 3) Retirement Management Analyst. A product of a rigorous liberal arts education, Tom has pursued lifelong learning. He enjoys sharing what he learns with clients. He attends numerous professional conferences each year to maintain the many designations and credentials used in his practice.Decades of experience and advanced cross-disciplinary training in multiple fields including law, banking, investments, insurance, retirement income planning, trusts and estates, charitable giving and professional organization.

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  Senior Wealth Advisor, Pine Harbor Wealth Management

  Pine Harbor Wealth Management

  Jan 2024 - Present - Fernandina Beach, Florida, United States