Thomas Haggerty

Background

About Thomas Haggerty

Tom has over 33 years industry experience providing comprehensive advice as a Financial Advisor to high net worth individuals, business owners and executives. Our process for both existing and prospective clients comprises of four stages: 1) Review of overall personal and business goals in context with the client's asset preservation and growth expectations; 2) Develop a strategy to balance growth, income and liability management for objectives through various timelines, and 3) Transition surplus resources to fund late life, inter-generational, and charitable planning. The final steps include comparing plan outcomes to stated goals and discuss any adjustments or changes impacting your plan and goals. This information is intended for use by residents of AK, AZ, CA, CO, CT, FL, GA, HI, IL, IN, MD, ME, MI, MO, NC, NJ, NY, OH, OR, PA, RI, SC, TN, TX, VA, WA, WI, and WV only. Thomas Haggerty Wells Fargo Advisors 226 Crocker Park Blvd, Suite 200 Westlake, OH 44145 Phone:(440) 925-4303 Please contact me by e-mail at thomas.haggerty@wfa.com Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency * Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate * Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social