Thomas (Tom) Haggerty in

Thomas (Tom) Haggerty

Inquirer · DISC type cd
Wealth Advisor at Perigon Wealth Management, LLC
📍 New York, New York, United States

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.

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Experience
31 Years
Current Role
Wealth Advisor
Location
New York, New York, United States
Personality Overview

How Thomas shows up

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.

Priorities

Topics Thomas cares 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.
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Career

Work history

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

Media appearances

No media yetWe could not find public media appearances for this person.
Education
1988 - 1992
BS
St. John's University
1983 - 1987
Academic Diploma
Holy Cross High School - Flushing, NY
Social presence
in
Behavioral profile

DISC profile (public)

c

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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