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Tom Farrell

Wealth Advisor, Principal

Withum Wealth Management

United States, New York, New York

About Me

As a Wealth Advisor at Withum Wealth Management, Tom Farrell provides customized portfolio management and ongoing financial planning for his clients. With over 18 years of financial experience, Tom has established long-lasting relationships with his clients which include individuals, families and business owners, trusts and retirement plans.. Tom is a CERTIFIED FINANCIAL PLANNER™ professional. Tom began his career as a financial services representative at MetLife in New York helping clients fulfill their insurance and investment needs. Tom then moved on to work his way toward becoming a trusted financial advisor at RegentAtlantic in New Jersey. He obtained his CERTIFIED FINANCIAL PLANNER™

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Profile Information

Wealth Advisor, Principal

Withum Wealth Management

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

New York

New York

United States

Sep 16, 2024

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