Thomas C. Buckley MBA, Chartered Retirement Planning Counselor SM
LPL Financial Advisor
EXPERIENCE: Prior to LPL Financial, Tom served as a financial advisor at Bank of America/Merrill Lynch, Edward Jones and UBS Financial Services, Inc. and as a vice president in Mellon Financial Corporation’s Private Wealth Management practice. Tom serves as a Director on the Board of Solheim Senior Community. He is a Director on the Finance & Investment and the Governance Committees.
EDUCATION: A Chartered Retirement Planning Counselor, Tom earned his M.B.A from the University of Chicago and his B.S. degree in business administration and psychology from the University of Wisconsin.
FAMILY: After living nearly 30 years in suburban Chicago Illinois, Tom and his wife Charlotte moved to Pasadena California in 2002. They are the parents of two married daughters and proud grandparents.
WEALTH MANAGEMENT PRACTICE:
Tom earned the Five Star Wealth Manager Award in 2020, 2021 and 2022.
When you call on the professional wealth management advice and guidance offered by Tom, through LPL Financial, you can expect a full range of investment products including brokerage accounts, IRAs, Stocks and Bonds, Mutual Funds, Managed Accounts, Annuities, Insurance, College Savings Plans, and Brokered CDs. We have a strategy for every stage of your financial life.
Thomas C. Buckley is a Registered Representative with LPL Financial. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.