Tom Casey
Senior Manager, Guidance, TD Ameritrade

About Tom Casey

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.

 

Get Tom's perspective

Family and Finances: The Working Mom Balancing and Saving Act May 5, 2017 12:00 AM   |  

Juggling family schedules is hard, but saving and investing should be simpler.

3 min read  |  Household Finances
Essential Portfolios: Automated Low-Cost Investing Solution January 29, 2017 11:00 PM   |  

The automated investing solution from TD Ameritrade Investment Management assigns a confidence score to help long-term investors see if they can reach goals.

4 min read  |  Managed Portfolios
Down to Essentials: Professional Investment Management at a Lower Cost October 27, 2016 12:00 AM   |  

Long-term investors looking for a lower-cost digital-first platform designed around their goals may want to turn to an automated investment offering.

3 min read  |  Managed Portfolios
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