Tom Britt

Compliance Officer chez Benchmark Wealth Management LLC

Profil

Mr. Thomas J.
Britt is a Partner & Chief Compliance Officer at Benchmark Wealth Management LLC.
He has over 19 years in the financial services industry.
Mr. Britt was previously employed as a Wealth Management Advisor by Merrill Lynch, Pierce, Fenner & Smith, Inc. He has 10 years in engineering as an Operations Supervisor for a Fortune 500 subsidiary and he is a proud Veteran of the United States Navy Submarine Force.
He draws on his professional experience to assist clients in creating and executing wealth management strategies, which help guide his clients towards achieving their financial goals.
He earned a Master of Science degree in Personal Financial Planning from the College for Financial Planning.
He also attained his MBA through Rensselaer Polytechnic Institute and holds a BS in Finance from the University of New Haven.
He holds the Certified Investment Management Analyst (CIMA®) designation which was earned through coursework at the Wharton School of Business.
Tom is also a Chartered Retirement Planning Counselor (CRPC®), a designation earned through coursework at the College for Financial Planning.
He is a Certified Financial Planner professional.

Postes actifs de Tom Britt

Sociétés	Poste	Début
Benchmark Wealth Management LLC	Compliance Officer	01/09/2016

Anciens postes connus de Tom Britt

Sociétés	Poste	Fin
Merrill Lynch, Pierce, Fenner & Smith, Inc.	Corporate Officer/Principal	21/08/2007

Formation de Tom Britt

Rensselaer Polytechnic Institute	Masters Business Admin
University of New Haven	Undergraduate Degree