Profiel
Mr. Thomas P.
McGuiggan is a Senior Wealth Advisor at Reilly Financial Advisors LLC.
He works closely with clients to ensure they are receiving superior service and that their wealth management services adapt accordingly as their financial needs change.
In his role as a member of the firm’s Investment Committee, he works closely with the research department, executing on the semi-annual rebalancing of client portfolios.
He ensures that all rebalance trades are efficiently and effectively executed according to each client’s individual and personalized portfolio.
His financial services career spans over 25 years.
Prior to joining Reilly Financial Advisors, Mr. McGuiggan held positions as trader, commodities operations manager, advisory services operations manager and client relationship manager.
Mr. McGuiggan holds a Bachelor’s Degree in Economics from Siena College in Albany, New York, and has participated in advanced economic studies at San Diego State University.
Eerdere bekende functies van Tom McGuiggan
Bedrijven | Functie | Einde |
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Reilly Financial Advisors LLC
Reilly Financial Advisors LLC Investment ManagersFinance Reilly Financial Advisors LLC (RFA) is a registered investment advisor headquartered in La Mesa, California. It was founded by Donald Reilly and Frank Reilly in 1999. In 2022, Creative Planning LLC acquired the firm from Frank & Gina Reilly Family Trust. RFA provides investment advisory services to individuals, business entities, trusts and pension and profit-sharing plans. | Lid van de Investeringscommissie | 21-12-2018 |
Opleiding van Tom McGuiggan
Siena College | Undergraduate Degree |
San Diego State University | Graduate Degree |
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Bedrijven in privébezit | 1 |
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Reilly Financial Advisors LLC
Reilly Financial Advisors LLC Investment ManagersFinance Reilly Financial Advisors LLC (RFA) is a registered investment advisor headquartered in La Mesa, California. It was founded by Donald Reilly and Frank Reilly in 1999. In 2022, Creative Planning LLC acquired the firm from Frank & Gina Reilly Family Trust. RFA provides investment advisory services to individuals, business entities, trusts and pension and profit-sharing plans. | Finance |