Tom Hagigh, Cfp®, Cepa®, Cltc®, Mba Email and Phone Number
Tom Hagigh, Cfp®, Cepa®, Cltc®, Mba work email
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Tom Hagigh, Cfp®, Cepa®, Cltc®, Mba personal email
Building strong family relationships is a core value that Tom upholds in his practice, serving multiple generations with a holistic approach.Tom has been in the financial industry for over 29 years and earned his CFP® designation in 2004.He is an independent advisor with LPL Financial and the Owner & Managing Partner of EPE Wealth Advisors.Tom is very active in his community helping those less fortunate and participating in Partners in Care, an organization that helps Senior Citizens live and thrive independently. He is also a member of the CEO Club of Baltimore, The BWI Business Partnership, two local Chambers of Commerce, and Exit Planning Exchange.
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Owner And Managing PartnerEpe Wealth AdvisorsWashington, Dc, Us
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Owner & Managing PartnerEpe Wealth Advisors Apr 2023 - Present• Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC. For hyperlinks to FINRA and SIPC, please refer to the ‘See Contact Info’ section above. • Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. • The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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Certified Financial Planner™, Certified Exit Planning Advisor, Certification For Long Term Care™Janney Montgomery Scott Llc Dec 2017 - PresentPhiladelphia, Us
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First Vice President / Wealth Management, Financial AdvisorJanney Montgomery Scott Llc Dec 2017 - Apr 2023Philadelphia, UsAs a Financial Advisor, I work with clients to understand their financial goals and make suggestions based on my knowledge and experience to optimize their financial potential. By prioritizing responsiveness and building relationships with my clients, I create a unique experience that my clients appreciate.Janney puts clients first in the way they do business. A leading financial firm, Janney is committed to providing the best financial and investment advice to help clients achieve their personal or business goals.My areas of expertise include: • Investment Strategies• Investment Planning• Cash Balance • Insurance• Retirement-Plan Consulting + Retirement Planning• Business-Owner Planning• 401(k) Rollovers• Wealth Preservation Planning
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First Vice President- InvestmentsWells Fargo Advisors Mar 2012 - Dec 2017St. Louis, Missouri, Us -
First Vice PresidentMorgan Stanley Jan 1995 - Mar 2012New York, Ny, Us
Tom Hagigh, Cfp®, Cepa®, Cltc®, Mba Education Details
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Loyola University MarylandGeneral -
Washington And Lee UniversityGeneral
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Gilman School
Frequently Asked Questions about Tom Hagigh, Cfp®, Cepa®, Cltc®, Mba
What company does Tom Hagigh, Cfp®, Cepa®, Cltc®, Mba work for?
Tom Hagigh, Cfp®, Cepa®, Cltc®, Mba works for Epe Wealth Advisors
What is Tom Hagigh, Cfp®, Cepa®, Cltc®, Mba's role at the current company?
Tom Hagigh, Cfp®, Cepa®, Cltc®, Mba's current role is Owner and Managing Partner.
What is Tom Hagigh, Cfp®, Cepa®, Cltc®, Mba's email address?
Tom Hagigh, Cfp®, Cepa®, Cltc®, Mba's email address is th****@****ney.com
What schools did Tom Hagigh, Cfp®, Cepa®, Cltc®, Mba attend?
Tom Hagigh, Cfp®, Cepa®, Cltc®, Mba attended Loyola University Maryland, Washington And Lee University, Gilman School.
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