Thomas J. McDermott, CFP® BFA™

Vice President | Financial Planner

Investment Advisor Representative | CA Insurance License # 1623468

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Thomas J McDermott has always been driven to challenge himself by taking on difficult tasks and learning how to solve complex problems. From humble beginnings, he was raised in a blue-collar family in Brooklyn, NY. It was there that he learned the value of a dollar and what it meant to work hard for a living from an early age. When he turned 18, after spending a summer employed with a part-time job at a Wall Street firm, he became captivated by financial markets and the important role they play in our everyday lives. He quickly realized that this was what he wanted to dedicate his life to; he subsequently began to study and build his career.

Tom started his journey in 2003 with a Fortune 100 company as a licensed relationship management specialist. In this role, he helped clients with insurance and financial protection planning. Simultaneously, he attended college in the evenings and on weekends to study finance. In 2011, he transitioned and became a Registered Representative with the company, working with clients on more holistic planning needs including financial protection, wealth accumulation, income distribution and asset preservation. He has also worked with small business owners to help them set up employee benefits, retirement plans and business continuation strategies.

Over the years, Tom has gained deep insight and knowledge of property and casualty products, life, disability, long-term care insurance, annuities and investments. His intent is to be a true guide for his clients, and to help them make informed decisions on how to cover their risks and maximize their wealth.

Tom has a bachelor’s degree in Finance and Investments from Baruch College. Even though he is a serious business owner, he takes care not take himself too seriously enjoying life to the fullest! When not focused on business, his personal interests include traveling the world, learning about different cultures, dancing bachata, attending sporting events, stand-up comedy and spending time with friends and family.