Thomas Musto

Overview

• Thomas manages the assets of a select group of families and small business and takes pride in the deep relationships he garners with those clients.
• Thomas’ strengths are asset management, financial, insurance and retirement planning, as well as estate planning as it pertains to client investments.
• He works in conjunction with clients other trusted advisors such as CPA’s and Attorneys to coordinate a successful plan for clients.
• He and his wife Diana enjoy travelling, music, and spending time with family and friends. Together they have 5 children and 7 grandchildren.
• He believes his job is much more than asset management as evidenced by the intergenerational relationships he has developed with his clients, their children and extended family through many years of dedicated service.
• Series 7 licensed Financial Advisor, held by LPL Financial
• Series 66 licensed as an Investment Advisory Representative, held by The Pinnacle Financial Group
• Life insurance licensed
• 23 years of financial services industry experience

• Morgan Stanley
• Citigroup
• Smith Barney
• Wells Fargo