Tom Britt
Compliance Officer bei Benchmark Wealth Management LLC
Profil
Mr. Thomas J.
Britt is a Partner & Chief Compliance Officer at Benchmark Wealth Management LLC.
He has over 19 years in the financial services industry.
Mr. Britt was previously employed as a Wealth Management Advisor by Merrill Lynch, Pierce, Fenner & Smith, Inc. He has 10 years in engineering as an Operations Supervisor for a Fortune 500 subsidiary and he is a proud Veteran of the United States Navy Submarine Force.
He draws on his professional experience to assist clients in creating and executing wealth management strategies, which help guide his clients towards achieving their financial goals.
He earned a Master of Science degree in Personal Financial Planning from the College for Financial Planning.
He also attained his MBA through Rensselaer Polytechnic Institute and holds a BS in Finance from the University of New Haven.
He holds the Certified Investment Management Analyst (CIMA®) designation which was earned through coursework at the Wharton School of Business.
Tom is also a Chartered Retirement Planning Counselor (CRPC®), a designation earned through coursework at the College for Financial Planning.
He is a Certified Financial Planner professional.
Aktive Positionen von Tom Britt
| Unternehmen | Position | Beginn |
|---|---|---|
Benchmark Wealth Management LLC
 Benchmark Wealth Management LLC Investment ManagersFinance Benchmark Wealth Management LLC (Benchmark) is an independent registered investment advisor and wealth management firm headquartered in Old Lyme, Connecticut. Founded in 2007, Benchmark offers wealth management services to various types of clients, such as individuals, high-net-worth individuals, related family members, trusts, pension and profit-sharing plans, charitable organizations, partnerships, and other legal entities. | Compliance Officer | 01.09.2016 |
Ehemalige bekannte Positionen von Tom Britt
| Unternehmen | Position | Ende |
|---|---|---|
Merrill Lynch, Pierce, Fenner & Smith, Inc.
 Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Corporate Officer/Principal | 21.08.2007 |
Ausbildung von Tom Britt
| Rensselaer Polytechnic Institute | Masters Business Admin |
| University of New Haven | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 2 |
|---|---|
Benchmark Wealth Management LLC
Benchmark Wealth Management LLC Investment ManagersFinance Benchmark Wealth Management LLC (Benchmark) is an independent registered investment advisor and wealth management firm headquartered in Old Lyme, Connecticut. Founded in 2007, Benchmark offers wealth management services to various types of clients, such as individuals, high-net-worth individuals, related family members, trusts, pension and profit-sharing plans, charitable organizations, partnerships, and other legal entities. | Finance |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Finance |