Thomas (Tom) Haggerty

Inquirer
DISC Type : cd

Wealth Advisor at Perigon Wealth Management, LLC

New York, New York, United States

Overview

Thomas is a Wealth Advisor at Perigon Wealth Management who began his career in 1993 after graduating from St. Johns University. He focuses on prudent risk management and financial strategies for clients, utilizing principles of modern portfolio theory and behavioral finance in his practice.

Originally from Woodside, Queens, Thomas is an active volunteer for various community programs in his hometown and is a member of the Knights of Columbus. He has been married to his wife, Tracey, since 1997, and they have two children.

He holds an impressive and extensive array of six financial certifications: AWMA®, CRPC®, CIS™, CAS®, CFS®, and CMFC®, demonstrating a deep commitment to his professional expertise.

Personality Overview

Judgemental

Upfront

Demanding

They can be nudged to make faster decisions by offering what they value.  They care equally about the product and its potential impact. They focus on objectivity in a pitch and pay little attention to bells and whistles.

Topics They Care About

Risk Management
A core tenet of his professional philosophy is taking a prudent approach to managing risk for his clients' financial well-being.
Retirement Planning
This is a key proficiency, highlighted by his specialized Chartered Retirement Planning Counselor℠ (CRPC®) designation.
Behavioral Finance
He explicitly employs behavioral finance principles when designing portfolio and financial strategies for his clients.

Media Appearances

Thomas has no verified media appearances

Work History

11-2022
Wealth Advisor at Perigon Wealth Management, LLC
8-2016 - 12-2022
Financial Advisor at PM Wealth Management LLC
1-2005 - 8-2016
Financial Representative at The Guardian Life Insurance Company of America
3-2003 - 8-2016
Senior Vice President at Wealth Advisory Group LLC
3-2003 - 8-2016
Financial Advisor at Park Avenue Securities

Education

1988 - 1992
BS from St. John's University
1983 - 1987
Academic Diploma from Holy Cross High School - Flushing, NY

More Information

Social Presence :

Prographics :

Exp : 31 Location : New York, New York, United States Job Level : N/A Designation : Wealth Advisor at Perigon Wealth Management, LLC
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Insights For Selling To Thomas (Tom)

During A Call Or A Meeting

DO's

  • Get to the point quickly instead of spending too much time on pleasantries
  • Highlight the competitive differentiation of your product
  • Make sure that you you respond to any queries from them quickly

DONT's

  • Avoid repeating yourself or making generalizations
  • Avoid long winding pitches, stay objective
  • Don’t expect them to change their mind quickly if they say no once

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Thomas (Tom) is

  • Confidence in the product plays an important role, followed by powerful testimonials.
  • Will you ever get a clear answer from Thomas (Tom)

  • They might hesitate a little, but they will say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Thomas (Tom) move?

  • They are neither the fastest decision makers nor the slowest.
  • Can Thomas (Tom) take some risk or not?

  • Once they have analyzed the pros and cons, they can take some risks.

You And Thomas (Tom)

Personality Compatibility


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