Tom Neilan
Senior Financial Consultant at CCR Wealth Mangement
📍 Bolton, Connecticut, United States
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.
Read the full overview →Experience
21 Years
Current Role
Senior Financial Consultant
Job Level
Senior
Location
Bolton, Connecticut, United States
Personality Overview
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Priorities
Topics Tom cares 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.
Career
Work history
2005
Senior Financial Consultant
CCR Wealth Mangement
In the press
Media appearances
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Education
Tom has no verified education history
Social presence
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