Thomas Brown Email & Phone Number
Partner, Wealth Advisor @ Perigon Wealth Management, LLC
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Thomas Brown Location
- Syracuse, NY, US
Thomas Brown Work
- 2024 - now Partner, Wealth Advisor @
- 2016 - 2025 Partner, Director of Retirement Plan Services @
- 2011 - 2025 Director of Retirement Plan Services and Wealth Manager @
- 2008 - 2010 Financial Advisor @
Thomas Brown Education
- Syracuse University - Martin J. Whitman School of Management
B.S. (Finance & Entreprenuership)
2003 - 2007
Thomas Brown Skills
- Wealth Management
- Retirement Plan Management
- Financial Planning
- Investment Management
- 3(38) and 3(21) Investment Fiduciary Services
- Retirement Planning
- 401(k) Participant Education
- Retirement Plan Design
- 401(k) Investments
- Project Management
- Asset Allocation
- Investments
- Trust Services
- College Education Planning
- Licensed Life & Health Insurance Agent
- Buy-sell Agreements
- Business Development
- Long Term Care Insurance
- 401(k) Rollovers
- Disability Insurance
- Fiduciary Services
- 401k Rollovers
- Buy Sell Agreements
- 401K Participant Education
- 338 And 321 Investment Fiduciary Services
- Licensed Life And Health Insurance Agent
- 401K Investments
- 3 Investment Fiduciary Services
- 401 Participant Education
- 401 Investments
- 401 Rollovers
Thomas Brown Summary
- Thomas Brown, based in Syracuse, NY, US, is currently a Partner, Wealth Advisor at Perigon Wealth Management, LLC. Thomas Brown brings experience from previous roles at Blue Water Capital Management, LLC and AXA Advisors. Thomas Brown holds a 2003 - 2007 B.S. in Finance & Entreprenuership @ Syracuse University - Martin J. Whitman School of Management. With a robust skill set that includes Wealth Management, Retirement Plan Management, Financial Planning, Investment Management, 3(38) and 3(21) Investment Fiduciary Services and more. Thomas Brown has 3 emails and 1 mobile phone numbers on RocketReach.
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David Bauer
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Philip Hart
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Doug Wheat
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Thomas Brown
Partner, Wealth Advisor
Syracuse, NY, US
Jeremy Paul
President and Partner
New York, NY, US
Rafia Hasan
Chief Investment Officer
Chicago, IL, US
David Scarpello
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Maria Daley
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Eli Rauch
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