Thomas J. Fanning, Sr. in

Thomas J. Fanning, Sr.

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Managing Partner at Heritage Strategies LLC
📍 Woodbury, New York, United States

Thomas Fanning is the founder and Managing Partner of Heritage Strategies LLC, with over 35 years of expertise in estate and business continuity planning for high-net-worth families. A 1978 Fairfield University graduate, his career includes leadership roles at CIGNA and founding a top national life insurance brokerage before establishing his current firm.

Outside of finance, he is a dedicated philanthropist with significant community involvement. He serves on the Board of Trustees for Fairfield University and is Vice Chairman of the St. Francis Hospital Foundation. He also has a long history of supporting SCO Family of Services, a human services provider for vulnerable families.

His entrepreneurial ventures extend to the restaurant industry; he recently acquired the franchise rights for the PDQ restaurant chain for the Tri-State area.

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Experience
17 Years
Current Role
Managing Partner
Location
Woodbury, New York, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Thomas cares about

Estate & Business Planning
He is a widely recognized expert in estate, business succession, and life insurance planning for affluent individuals, with over three decades of experience in the field.
Higher Education Philanthropy
He is deeply involved with his alma mater, serving on the Fairfield University Board of Trustees and as Chairman of the Dolan School of Business Advisory Council.
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Career

Work history

1-2009
Managing Partner
Heritage Strategies LLC
2009 - 12-2021
Co-Managing Partner
Heritage Strategies LLC
In the press

Media appearances

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Education
1974 - 1978
Education details unavailable
Fairfield University
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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