Client Relationship Manager
Thomas M. Lord (Tom) will be the primary point of contact to assist with a variety of client requests such as new investments, distributions, and general financial inquires. During his 18 years in financial service Tom, has gained invaluable experience working for Fidelity, Wells Fargo and previously Rockdale where he started his career.
Tom graduated from Monmouth University with a Bachelor of Arts in Communication. He currently holds the Series 7, 63 and 66 securities registrations, as well as New Jersey Life, Annuity, Property and Casualty Insurance licenses.
Tom is a resident of Lacey, NJ with his wife Catherine and their two daughters. He is an avid Philadelphia sports fan (Go Birds!) and also enjoys the beach and bicycling with his family.