Michael Tormey Email & Phone Number
Certified Financial Planner @ Affinity Investment Services
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Michael Tormey Location
- United States
Michael Tormey Work
- Financial Advisor @ (April 2023 - Present)
- Certified Financial Planner @ (April 2023 - Present)
- Financial Advisor at Raymond James Financial Services @ (January 2022 - April 2023)
- Vice President, Financial Advisor Lakeland Bank, Raymond James FS @ (January 2022 - April 2023)
- Senior Vice President - Financial Advisor @ Santander Investment Services (March 2016 - February 2022)
- Financial Advisor, Park Avenue Securities, Financial Representative. @ (June 2012 - March 2016)
- Financial Consultant @ (November 2007 - May 2012)
- Repurchase Agreement Institutional Broker @ Tradition N.A. (April 1996 - August 2007)
- Repurchase Agreement Institutional Broker @ Patriot Securities (October 1994 - April 1996)
- Repurchase Agreement Institutional Broker @ RJ Kross Securities (May 1993 - October 1994)
- Co-owner @ BMB Fasteners, Inc. (May 1990 - June 1993)
- VP Repo trading @ (June 1985 - March 1990)
- Government Trading Operations @ Prudential Bache Securities (March 1983 - May 1985)
- Part-time Supervisor @ (October 1977 - January 1983)
Michael Tormey Education
- Fairleigh Dickinson University
BS (Management, Finance)
1981-1983 - St. Mary High School (Rutherford) 1973-1977
Michael Tormey Skills
- Disability Insurance
- Estate Planning
- Family Wealth Management
- Fixed Annuities
- Group Health and Ancillary Benefits
- Insurance
- Intergenerational Wealth Transfer
- Investments
- Life Insurance
- Long-term Care
- Portfolio Management
- Retirement Planning
- Risk Management
- Series 63 + 65
- Series 7
- Strategic Financial Planning
- Variable Annuities
- Wealth Management Services
- Long Term Care
- Real Estate
- Microsoft Word
- Strategic Planning
- 401k
- Services
- Financial Services
- Neck
- Series 63
Michael Tormey Summary
- Michael Tormey, based in United States, is currently a Certified Financial Planner at Affinity Investment Services. Michael Tormey brings experience from previous roles at LPL Financial, Lakeland Bank and Santander Investment Services. Michael Tormey holds a 1981 - 1983 BS in Management, Finance @ Fairleigh Dickinson University. With a robust skill set that includes Disability Insurance, Estate Planning, Family Wealth Management, Fixed Annuities, Group Health and Ancillary Benefits and more. Michael Tormey has 3 emails and 1 mobile phone numbers on RocketReach.
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