Tom is Senior Manager, Guidance Product Management for TD Ameritrade, where he has worked since 2006. Tom and his team are responsible for developing managed portfolio products for TD Ameritrade Investment Management, LLC. He collaborates with a team of developers, customer support representatives, and branch associates to improve the client experience for long-term investors by enhancing the digital experience as well as launching new product features and capabilities. Tom holds the Certified Financial PlannerTM (CFP®) designation and the Series 7, 63, 66, and 24 securities licenses.
Juggling family schedules is hard, but saving and investing should be simpler.
The automated investing solution from TD Ameritrade Investment Management assigns a confidence score to help long-term investors see if they can reach goals.
Long-term investors looking for a lower-cost digital-first platform designed around their goals may want to turn to an automated investment offering.
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Financial Communications Society 2016
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Content Marketing Awards 2016
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