Tom Fay Email and Phone Number
Tom Fay work email
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Tom Fay personal email
Tom Fay phone numbers
I specialize in customized insurance solutions designed to help affluent individuals, corporate executives, entrepreneurs and companies accumulate, manage and preserve wealth. Often working in partnership with my clients’ advisors such as investment professionals, CPAs, attorneys and bank trust officers, I take a more holistic approach to addressing the following needs:
Stone Point Financial Group
View- Website:
- stonepointfg.com
- Employees:
- 5
-
Managing PartnerStone Point Financial Group May 2014 - PresentGreater Chicago AreaUtilize over 20 years of experience of developing estate and business protection strategies to help businesses and affluent individuals create, preserve and protect their wealth. As an independent life insurance professional, I listen to my clients, work alongside their advisors and offer suitable solutions designed to empower clients to fulfill their dreams and leave long-lasting legacies. -
Managing Director Of Life Insurance ServicesLong Road Risk Management Services Jan 2020 - PresentGreater Chicago Area -
Vice President - Wealth ManagementUsi Insurance Services May 2003 - May 2014Greater Chicago AreaSuccessfully built Executive Benefit Practice from the ground up in the Chicago Office. Consistent leading revenue producer and 5 time qualifier of Pinnacle Club for the Wealth Management Department. Nationally recognized Top Wealth Management Producer – 2011. -
Estate & Business Financial Planning SpecialistViti Financial Services, Highwood, Il Dec 1997 - May 2003In this large independent property and casualty agency specializing in middle-market accounts, I doubled the agency's financial services revenue through cross sales and developed over $15 million in retirement plan assets.
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Life Insurance ProfessionalPrudential Preferred Financial Services - Skokie, Il Oct 1992 - Dec 1997Tripled the agency's production of disability income insurance and built a book of 290 personal clients. Provided a wide range of business planning sevices including qualified and non-qualified retirement plans, corporate-owned life insurance, individual retirement plans, mutual funds, and annuities.
Tom Fay Skills
Tom Fay Education Details
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Life Insurance & Financial Consulting, Clu, Chartered Life Underwriter -
University Of Seville - Seville, SpainSpanish -
Journalism & Mass Communications
Frequently Asked Questions about Tom Fay
What company does Tom Fay work for?
Tom Fay works for Stone Point Financial Group
What is Tom Fay's role at the current company?
Tom Fay's current role is Managing Partner at Stone Point Financial Group.
What is Tom Fay's email address?
Tom Fay's email address is th****@****usi.biz
What is Tom Fay's direct phone number?
Tom Fay's direct phone number is +131244*****
What schools did Tom Fay attend?
Tom Fay attended The American College, University Of Seville - Seville, Spain, Kansas State University.
What are some of Tom Fay's interests?
Tom Fay has interest in Family, Children, Exercise, Reading, Golfing, Playing Drums, Music, Sports, Restaurants.
What skills is Tom Fay known for?
Tom Fay has skills like Retirement Planning, Estate Planning, Life Insurance, Fixed Annuities, Wealth Management, Retirement, Disability Insurance, Insurance, Mutual Funds, Wealth, Wealth Accumulation, Risk Management.
Who are Tom Fay's colleagues?
Tom Fay's colleagues are Jennifer Katta, Jill Tsuji.
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