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Tom Annin

Financial Planning Paraplanner

As a Financial Planning Paraplanner, Tom works within our Client Service Team and also contributes as a member of the Financial Planning Committee. Tom works within the Client Service Team to assist Principals and Portfolio Managers with investment portfolio reviews and ongoing client account maintenance. His work on the Financial Planning Committee includes researching potential enhancements to the firm’s financial planning processes as well as assisting in the maintenance of the firm’s financial planning tools.

Education
  • BS in Business (Finance), Summa Cum Laude, Virginia Polytechnic Institute and State University
Highlights
  • Series 65 license holder
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