Thomas Moyer
Financial Advisor at Wealth Enhancement Group
Based in New York, United States
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Seniority
Staff
Department
Finance & Accounting
Location
New York
Industry
Financial Services
Company size
1.1K
Contact information
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t•••••••@wealthenhancement.com
Phone
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Background
About Thomas Moyer
As a member of Wealth Enhancement Group advisor team, I maintain all aspects of the client relationship; including client review meetings, comprehensive portfolio recommendations, and financial analysis. I actively monitor clients’ investments and overall portfolio performance to ensure that goals remain aligned. I use my analytical skills to address the complex needs and financial goals of Wealth Enhancement Group client base. I am a CERTIFIED FINANCIAL PLANNER™ professional. With over 25 years of experience in the financial services industry, I bring knowledge in retirement income planning and equity compensation planning. I was named a “Five Star Wealth Manager” for 2022 as seen in New Jersey Monthly magazine. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S. Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2022 Five Star Wealth Managers.
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