As a trusted financial advisor, I believe successful financial relationships evolve as trust is earned. Trusted advice is about more than just creating a strategy. It's about having a deep understanding of your unique goals and dreams, beyond just money, and creating a personalized strategy that's right for you. As your needs become more complex, experienced advice and a relationship with an established, trusted advisor are even more important.
I have over 25 years of industry experience, joining Edward Jones in 1997. I have obtained the Series 7 and 63 securities registrations, as well as life, health and variable annuity insurance licenses. I also have the Accredited Asset Management Specialist®* and Chartered Retirement Planning Counselor designations. I have also received the Certified Financial Planner® professional designation.**
I am an active member of the local Masonic organization, which supports many local charities. I also train in the martial art of Krav Maga, in which I currently rank as a black belt.
My wife, Dina, and I have been married 22 years and have two children, Ethan and Cameron.
*The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.
**The CFP® mark identifies those individuals who have met the rigorous experience and ethical requirements of the CFP Board, and have successfully completed financial planning coursework and have passed the CFP certification examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. CFP professionals also agree to meet ongoing continuing education requirements and to uphold CFP Board's Code of Ethics and Professional Responsibility, Rules of Conduct, and Financial Planning Practice Standards.
- Retirement Income Strategies
- Wealth Strategies
- Retirement Savings Strategies
- Portfolio Reviews
- Entrepreneurs & Business Owners
- Estate & Legacy Strategies
Office Address76 West Avenue
Lockport, NY 14094 opens in a new window
Phone NumberThomas K Dalton at (716) 433-1111
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