Our Qualifications

Thomas J. Brown has provided continuous financial services experience for 29 years since graduation from Cornell. Areas of expertise include comprehensive financial planning for businesses, individuals, professionals, and trusts.

Tom is a Registered Investment Advisor in the State of New York and holds his FINRA Series 6, 63 & 7. Tom is Series 7 licensed in CT, FL, IL, MA, MD, NC, NJ, NY, PA, SC, and VA.