Education and Training:

BA - University of Denver
MBA - George Washington University

Community, Charitable or Professional Organizations/Associations:

University of Denver Alumni Association
George Washington University Alumni Association
National Association of Insurance and Financial Advisors
Westchester Association of Insurance and Financial Advisors
General Agents and Management Association

Securities & Insurance Licensed In:

Investment Advisor Representative of Park Avenue Securities
California, Colorado, Connecticut, Florida, Massachusetts, New Jersey, New York
Licensing in other states upon request

Thomas E. Sherman was a client of Strategies for Wealth long before he joined the firm. After a 20-year successful marketing career and business owner, Tom opted for a change in which he could positively affect the lives of others.

Tom has tremendous passion for guiding people and takes great pride in the impact that strategic planning has on clients. He takes a holistic view and does not come to clients with any preconceived notions. The client’s individual circumstances dictate what Tom recommends and together, working through Strategies for Wealth’s Economic Confidence Building ProcessSM, a successful plan is created consistent with investment goals and dreams.

In Tom’s first year with Strategies for Wealth, he was awarded the coveted “New Associate of the Year” award for the Westchester office and was ranked 7th nationally among new associates. In his second year, Tom achieved “Executive Council,” placing him in the top 5% of company advisors nationwide. Tom’s success is based on three primary factors: his ability to help his clients overcome their concerns and achieve their goals, his unwavering integrity and work ethic, and more than 25 years of business experience. Due to his success, Tom was appointed Career Development Supervisor to teach new associates financial strategies that will enhance their clients’ well-being.

Prior to joining Strategies for Wealth, Tom was SVP, General Manager of a nationally recognized marketing agency that grew from $8,000,000 to $18,000,000 in billings and 40 to 100 people in three years. Tom also owned his own business for five years teaching communication skills and media interviewing skills to senior executives domestically and internationally.

Tom lives in Connecticut with his wife of 25 years. He has two children, the older of whom is in college. His free time focuses on family and friends, and is spent skiing, golfing, biking and traveling.

Thomas E. Sherman is a Financial Representative of The Guardian Life Insurance Company of America, New York, NY. Strategies for Wealth is not an affiliate or subsidiary of Guardian.