Thomas Haggerty Email & Phone Number
Wealth Advisor @ Perigon Wealth Management, LLC
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Thomas Haggerty Location
- New York, NY, US
Thomas Haggerty Work
- Wealth Advisor @ (November 2022 - Present)
- Financial Advisor @ (August 2016 - December 2022)
- Financial Representative @ (January 2005 - August 2016)
- Senior Vice President @ (March 2003 - August 2016)
- Financial Advisor @ (March 2003 - August 2016)
- Mutual Fund Marketing Director @ (March 2001 - December 2001)
- Marketing Specialist @ (December 1999 - March 2001)
- Mutual Fund Supervisor @ (June 1998 - December 1999)
- Agent Workstation and New Accounts Supervisor @ (October 1997 - June 1998)
- Mutual Fund Order Desk Analyst @ (February 1996 - October 1997)
- Commissions Clerk @ (January 1993 - February 1996)
Thomas Haggerty Education
- St. John's University
BS (Marketing)
1988-1992 - Holy Cross High School - Flushing, NY
Academic Diploma
1983-1987
Thomas Haggerty Skills
- 529 Plans
- Account Management
- Annuity Strategies
- Asset Allocation
- Behavioral Finance
- Budgeting
- Business Relationship Management
- Client Services
- Client-focused
- Communication
- Customer Relationship Management (CRM)
- Direct Client Interaction
- E-money
- Financial Advisory
- Financial Analysis
- Financial Markets
- Financial Planning
- Hold Series 7
- Insurance
- Insurance and estate planning
- Investment Strategies
- KYC
- Long Term Care Insurance
- Modern Portfolio Theory
- Morningstar
- Naviplan
- Planning Software
- Portfolio Optimization
- Retirement Planning
- Retirement and income planning
- Riskalyze
- Salesforce.com
- Series 24
- Series 63
- Series 65
- Time Management
- Wealth Management
- Wealth Management Services
- Written Communication
- Architects
- Supervisor
- Business Analysis
- Chartered Mutual Fund Counselorsm Cmfc
- Training
- 63 And 65 Finra Registered Through Lpl Financial
- Certified Income Specialist Cis
- Customer Service
- Strategy
- Series 7
- Certified Annuity Specialist Cas
- Certified Fund Specialist Cfs
- Chartered Mutual Fund Counselor Cmfc
- Customer Relationship Management Crm
- Cfs
- Client Focused
- Cmfc
- E Money
- Morningstar
- CRPC
- Customer Relationship Management
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 529 Plans, Account Management, Annuity Strategies, Asset Allocation, Behavioral Finance and more. Thomas Haggerty has 2 emails on RocketReach.
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