Tom Francescon
Business Development, Client Relations, Smartvestor Pro, Financial Advisor at Stone Bridge Asset Management, Llc
Based in Signal Mountain, United States
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Seniority
Other
Department
Other
Location
Signal Mountain
Industry
Financial Services
Company size
4
Contact information
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t•••••••@stonebridge-am.com
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Background
About Tom Francescon
Business Development, Client Relations for Stone Bridge Asset Management. Tom has dedicated over 40 years to building and maintaining rich client relationships. Tom joined the financial services industry in 2007, bringing diverse business experience and perspective that enhances his advisory practice and strengthens the investment firm. He shares the firm's passion to partner with clients in identifying and pursuing life goals. It's rewarding when Tom is asked for advice by his clients that is not investment related; in this seat, he's a full-service resource. He received a B.S. in Business Management and Marketing from the University of Tennessee at Chattanooga and holds the Series 65 investment license. Specialties: Expert listeners at Stone Bridge, we believe people want to be heard. We help clients answer questions like the following, as well as others: Will you be able to maintain your current lifestyle in retirement? Does your current advisor have a strategy for helping you to create wealth? How much is enough?
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