CFP®, ChFC®, CLU®
Tom joined MountainOne Investments in 2018 and has nearly 20 years of experience as a personal financial advisor. Tom is a CERTIFIED FINANCIAL PLANNERTM practitioner, and holds the Chartered Financial Consultant and Chartered Life Underwriter designations. He has a Bachelor of Science degree from the University of Massachusetts at Lowell, and holds the FINRA Series 7, 24, 63, and 66 registrations. At MountainOne Investments, Tom provides comprehensive investment, financial planning, and insurance services to individuals and organizations. He specializes in advisory-based asset management. Tom is registered as an Investment Adviser Representative of Commonwealth Financial Network®. Additionally, he is life, health, and disability insurance licensed in Massachusetts and New York. Tom resides in Pittsfield with his wife and daughter.
PLANNED SERVICE OUTAGE: Bill Pay will be unavailable beginning October 4, and ALL Online & Mobile Banking services will be unavailable beginning October 6, as we prepare to launch our New Digital Banking Platform on October 10. See what services will be unavailable, and what you can do to prepare.