THOMAS MUSTO
Thomas became a member of The Pinnacle Financial Group in 2017 and has 21 years of financial services industry experience. Thomas’ past affiliations have been with Morgan Stanley, Citi Smith Barney and Wells Fargo Advisors prior to joining The Pinnacle Financial Group. He is married to his wife Diana and has 2 children from a previous marriage. Morgan 27, who recently got his CPA accreditation & Mariah 24, who recently graduated from LIU/ CW Post with a Management Degree. Thomas also has 3 step – children (Christina, Anthony & Diana) and 7 grandchildren with his wife Diana. Tom 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 (but not limited to) asset management, insurance planning, 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 feels his job is much more than asset management and that is evidenced by the intergenerational relationships he has with his clients, their children and extended family. Thomas is Series 7 licensed, held by LPL Financial, and Series 66 licensed, held by The Pinnacle Financial Group, as well as Life Insurance licensed.
