Thomas E. Dooney, CRPC®

Financial Advisor at Empire Wealth Strategies
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Contact Information
us****@****om
(386) 825-5501
Location
Locust Valley, New York, United States, US

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Credentials

  • Chartered Retirement Planning Counselor™ or CRPC™ Professional Designation
    College for Financial Planning
    Feb, 2023
    - Nov, 2024

Experience

  • 1847Financial- Kane (Formerly known as Empire Wealth Strategies)
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Financial Advisor
      • Jan 2021 - Present

      I believe that financial planning is about a person’s values not just their money. My focus is on helping someone protect their purchasing power, not simply their principal. I feel it is important to develop the right plan for an individual’s situation by utilizing tools that help manage market volatility and risk, as well as minimize taxes. I share strategies that assist my clients in making financial decisions and help provide for income in their retirement years, college funding and estate planning. Show less

    • Disclosure
      • Jan 2021 - Present

      LinkedIn is unaffiliated with Hornor, Townsend & Kent, LLC (HTK). Any recommendation posted to this page is not endorsed by, and may not represent the views of HTK nor its affiliates. This material is not intended to be a recommendation, offer or solicitation. Always consult a tax, legal, or financial professional regarding your personal circumstances. Securities & Advisory Services offered through HTK. Member. FINRA www.finra.org / SIPC www.sipc.org . 600 Dresher Road, Horsham, PA 19044. 800-873-7637, www.htk.com . HTK is a wholly owned subsidiary of The Penn Mutual Life Insurance Company. Empire Wealth Strategies is unaffiliated with HTK. 5352757SC_Dec24 Show less

  • Equitable Advisors
    • Financial Services
    • 700 & Above Employee
    • Financial Advisor
      • Jan 2020 - Jan 2021

  • AXA Advisors, LLC
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Professional
      • Apr 2018 - Jan 2020

  • Morgan Stanley
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Advisor
      • Dec 2015 - Nov 2017

  • Raymond James
    • United States
    • Financial Services
    • 700 & Above Employee
    • Registered Sales Associate
      • Oct 2011 - Dec 2015

Education

  • Binghamton University
    History
    2006 - 2010

Community

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