Tom J. B.
Financial Planning Specialist at Annex Wealth Management- Claim this Profile
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Bio
Credentials
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Enrolled Agent (EA)
Internal Revenue ServiceJan, 2023- Oct, 2024 -
Investments & Wealth Institute Member
Investments & Wealth InstituteAug, 2021- Oct, 2024 -
CERTIFIED FINANCIAL PLANNER™ Professional
CFP BoardMar, 2021- Oct, 2024 -
How to Find Financial Planning Opportunities When Reviewing a Tax Return
Kitces.comMar, 2021- Oct, 2024 -
Series 66
FINRADec, 2019- Oct, 2024 -
Excel 2016: Financial Functions in Depth
Lynda.comFeb, 2018- Oct, 2024 -
Maximizing Social Security Benefits For Couples
Kitces.comDec, 2021- Oct, 2024 -
Series 7
FINRAJul, 2019- Oct, 2024 -
SIE
FINRA
Experience
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Annex Wealth Management
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United States
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Investment Management
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100 - 200 Employee
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Financial Planning Specialist
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Aug 2020 - Present
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Retirement Income Strategies
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United States
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Financial Services
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1 - 100 Employee
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Paraplanner
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May 2020 - Aug 2020
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Operations Analyst
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Aug 2018 - May 2020
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Legacy Advisor Network
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United States
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Financial Services
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1 - 100 Employee
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Financial Planning Intern
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Jun 2017 - May 2018
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BMO U.S.
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United States
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Banking
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700 & Above Employee
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Customer Service Representative
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Dec 2015 - Jun 2017
-Provides professional, courteous and friendly customer service, greeting all customers promptly and pleasantly -Balances assigned cash drawer in accordance to Bank directives -Makes qualified referrals to other team members including other lines of business -Exhibits effective follow through and ownership to every customer interaction -Provides professional, courteous and friendly customer service, greeting all customers promptly and pleasantly -Balances assigned cash drawer in accordance to Bank directives -Makes qualified referrals to other team members including other lines of business -Exhibits effective follow through and ownership to every customer interaction
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Education
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University of Wisconsin-Madison
Bachelor of Science (BS), Personal Finance, Certificate: Entrepreneurship