Tom Clarkson
UBS
Bio
Tom joined the Boccia Quinn Wealth Management Group in 2024. At every stage of his life, Tom has sought out opportunities to build strong relationships and advise his teammates, colleagues, and clients on achieving their goals. As a CERTIFIED FINANCIAL PLANNER™, Tom provides a tailored and consultative approach to wealth & estate planning for clients. Throughout the planning process, he shares his insight on asset allocation, investment strategies, tax minimization, risk management and inter-generational wealth transfer.
Contact
Business
UBS
Financial Advisor
299 Park Avenue, 9th Floor, New York, NY 10171