Topline | Tom Waring, Jr.

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Tom Waring, Jr.

Principal at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">Note Advisors, LLC</span>

Intro Book

Seasoned financial expert delivering strategic planning and leadership services.

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Location

Fort Myers, Florida, United States, US

Skills

Retirement Planning
Strategic Financial Planning
Strategic Planning
Finance
Retirement
Insurance
Leadership
Estate Planning
Financial Services
Financial Planning
Small Business
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Rate

This rate is determined by the professional's skill set, client collaboration, experience and appearance on lineups.

$200.0

Hourly Rate

How This Rate is Calculated

Okay, let’s tackle this. So Tom Waring, Jr. has 33 years of experience in finance, strategic planning, and leadership. He has held senior roles at three different companies, including a President & CEO position at Waring Financial Group. His education from The American College in Financial Services adds prestige. Skills like strategic planning, finance, and leadership are in demand. Location is Fort Myers, Florida, which is a growing market. Financial experts with his level of experience, especially in strategic planning and leadership, typically charge higher rates. Maybe around $200–$300 per hour? But considering his senior roles and education, maybe higher. Some financial experts with similar experience might average $250–$350. So I’ll estimate around $225}

Bio

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Topline AI

Tom Waring, Jr. is a seasoned financial expert with 33 years of experience in strategic planning, finance, and leadership. He has held senior roles at Waring Financial Group, Evans Bank, and Note Advisors, LLC, and has served as a Board Member at Evans Bank. Tom holds a Bachelor of Arts degree in Political Science and Government from the State University of New York College at Fredonia and a Master's degree in Financial Services from The American College.

Experience

Note Advisors, LLC
- Buffalo, New York, United States
- Principal
  - Aug 2014 - Present
  - Buffalo, New York, United States
Evans Bank
- Buffalo/Niagara, New York Area
- Board Member
  - 1998 - Present
  - Buffalo/Niagara, New York Area
  Board Member
Waring Financial Group
- Hamburg, New York, United States
- President & CEO
  - Jan 1982 - Dec 2014
  - Hamburg, New York, United States

Education

1976 - 1980

State University of New York College at Fredonia

1976 - 1980
The American College

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Banking and Financial Services”

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Tom Waring, Jr.

Refer a Friend to Get
100 Credits For FREE

$200.0

Hourly Rate