2003 -
now Managing Partner | Investment and Wealth Management @
2003 -
now Insurance Agent @ AWM | Life, Disability, & Long Term Care Insurance
1993 -
2003 Registered Representative @ Langdon Ford Financial
Thomas Fallon Education
St. John's University
Bachelor's Degree (Business Administration and Management, General)
1985
-
1990
St. Joseph's High School
High School (College Preparatory)
1981
-
1985
Thomas Fallon Skills
Retirement Income Planning
401(k) Rollovers
IRA Consolidation
Goal Planning
College Planning
Financial Planning
Investment Management
Investments
Investment Strategies
IRAs
Roth-IRAs
SEP-IRA
Solo (k)s
Life Insurance
Mutual Funds
ETFs
Portfolio Management
Financial Advisory
Managing Stock Options
Financial Analysis
Strategic Planning
Leadership
Business Strategy
Retirement Income Strategies
Management
Customer Service
Thomas Fallon Summary
Thomas Fallon, based in Flemington, NJ, US, is currently a Managing Partner | Investment and Wealth Management at Asset & Wealth Management. Thomas Fallon brings experience from previous roles at AWM | Life, Disability, & Long Term Care Insurance and Langdon Ford Financial. Thomas Fallon holds a 1985 - 1990 Bachelor's Degree in Business Administration and Management, General @ St. John's University. With a robust skill set that includes Retirement Income Planning, 401(k) Rollovers, IRA Consolidation, Goal Planning, College Planning and more. Thomas Fallon has 2 emails and 1 mobile phone numbers on RocketReach.
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