Thomas Haggerty Location
New York, NY, US
Thomas Haggerty Work
- 2022 - now Wealth Advisor @ Perigon Wealth Management, LLC
- 2016 - 2022 Financial Advisor @ PM Wealth Management LLC
- 2005 - 2016 Financial Representative @ Guardian Life
- 2003 - 2016 Senior Vice President @ Wealth Advisory Group LLC
- 2003 - 2016 Financial Advisor @ Park Avenue Securities
- 2001 - 2001 Mutual Fund Marketing Director @ Royal Alliance Associates
- 1999 - 2001 Marketing Specialist @ AXA Advisors, LLC
- 1998 - 1999 Mutual Fund Supervisor @ AXA Advisors, LLC
- 1997 - 1998 Agent Workstation and New Accounts Supervisor @ AXA Advisors, LLC
- 1996 - 1997 Mutual Fund Order Desk Analyst @ AXA Advisors, LLC
Thomas Haggerty Education
- St. John's University
BS (Marketing)
1988 - 1992 - Holy Cross High School - Flushing, NY
Academic Diploma
1983 - 1987
Thomas Haggerty Skills
- Retirement And Income Planning
- Architects
- Supervisor
- Insurance And Estate Planning
- Business Analysis
- Chartered Mutual Fund Counselorsm Cmfc
- Training
- 63 And 65 Finra Registered Through Lpl Financial
- Certified Income Specialist Cis
- Customer Service
Thomas Haggerty Summary
Thomas Haggerty, based in New York, NY, US, is currently a Wealth Advisor at Perigon Wealth Management, LLC. Thomas Haggerty brings experience from previous roles at PM Wealth Management LLC, The Guardian Life Insurance Company of America, Wealth Advisory Group LLC and Park Avenue Securities. Thomas Haggerty holds a 1988 - 1992 BS in Marketing @ St. John's University. With a robust skill set that includes Retirement And Income Planning, Architects, Supervisor, Insurance And Estate Planning, Business Analysis and more. Thomas Haggerty has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Perigon Wealth Management, LLC Employees
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31
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Jeremy Paul
President and Partner at Perigon Wealth Management, LLC
New York, NY, US24 -
43
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Philip Hart
President and Chief Investment Officer at Perigon Wealth Management, LLC
San Francisco, CA, US35+ -
45+
-
Eli Rauch
Managing Partner at Perigon Wealth Management, LLC
New York, NY, US15+ -
21
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David Bauer
Partner at Perigon Wealth Management, LLC
New York, NY, US23 -
35+
-
Doug Wheat
Partner, Wealth Advisor at Perigon Wealth Management, LLC
Northampton, MA, US31 -
53
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25+
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25+
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35
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