Thomas Monahan
Senior Financial Advisor at Bcg Securities
Based in Ocean City, United States
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Seniority
Manager
Department
Finance & Accounting
Location
Ocean City
Industry
Financial Services
Company size
19
Contact information
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t•••••••@bcgsecurities.com
Phone
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Background
About Thomas Monahan
Series 7 Licensed in 1983 my goal was( and still remains), to build retirement plan assets through the "value theory" of investing. I specialize in equities and tax-free municipal bonds. My achievements have included :President's Council for Legg Mason for 10 years and the Directors Club of Morgan Stanley twice. Advisor of the year award 2022 Horace Mann/BCG Securities. Working Horace Mann/BCG since 2007 gives me the flexility necessary to provide outstanding management and service for my clients. We truly emphasize the “team approach” for our clients. In October of I purchased and renovated Max's Cafe. Max’s was sold in October of 2025 after a wonderful 25 year run. I am still a partner in Chubbys Steakhouse which was renovated in 2015.
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