Thomas has over 25 years of experience in wealth management, specializing in retirement planning and employee benefits for high-net-worth individuals and corporations. A Senior Financial Consultant at CCR Wealth Management since 2005, he holds a Master of Business Administration from the University of Hartford and a Bachelor of Arts from Assumption College.
Tom Neilan
Senior Financial Consultant at CCR Wealth Mangement
Bolton, Connecticut, United States
Overview
Topics They Care About
Wealth Management
He has over two decades of experience serving as a trusted advisor to high-net-worth individuals and corporations.
Corporate Retirement Planning
A long-time specialist in corporate retirement planning, a key focus area of his advisory services.
Employee Benefit Plans
Responsible for developing and implementing employee benefit plans for clients, including group health and dental coverage.
Media Appearances
Tom has no verified media appearances
Work History
2005
Senior Financial Consultant at CCR Wealth Mangement
Education
Tom has no verified education history
More Information
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Location : Bolton, Connecticut, United States
Job Level : Senior
Designation : Senior Financial Consultant at CCR Wealth Mangement
