Thomas Bastin Email & Phone Number
Managing Director - SE @ Wealthspire Retirement Advisory
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Thomas Bastin Location
- Fort Lauderdale, FL, US
Thomas Bastin Work
- 2025 -now Managing Director - SE @
- 2016 -2025 Managing Director - Southeast Region @ NFP Retirement, Inc.
- 2005 -2016 Owner @ ERISA Fiduciary Advisors, Inc.
Thomas Bastin Education
- University of Miami School of Law
LLM Taxation (Taxation Law)
1993-1994 - Nova Southeastern University Shepard Broad College of Law
JD (Law)
1990-1992 - Purdue University
BA (History)
1982-1986 - Highland highschool
- Purdue University
Thomas Bastin Skills
- Leadership
- Investments
- 401k Retirement Savings Plans
- Customer Service
- Strategic Planning
- Asset Allocation
- Financial Services
- Retirement Planning
- Sales
- Mutual Funds
- 401 Retirement Savings Plans
Thomas Bastin Summary
- Thomas Bastin, based in Fort Lauderdale, FL, US, is currently a Managing Director - SE at Wealthspire Retirement Advisory. Thomas Bastin brings experience from previous roles at NFP Retirement, Inc. and ERISA Fiduciary Advisors, Inc.. Thomas Bastin holds a 1993 - 1994 LLM Taxation in Taxation Law @ University of Miami School of Law. With a robust skill set that includes Leadership, Investments, 401k Retirement Savings Plans, Customer Service, Strategic Planning and more. Thomas Bastin has 1 emails and 1 mobile phone numbers on RocketReach.
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