Tom Scanlon has over thirty years experience in public accounting with an extensive background in the areas of financial, tax, and estate planning. He prides himself on providing in-depth and customized solutions to privately held businesses and their owners. Tom received his Bachelors of Science degree in Accounting from Bryant College in 1980. He is a Certified Public Accountant and CERTIFIED FINANCIAL PLANNER™ Practitioner with Raymond James Financial Services.
Tom takes a personalized approach to managing wealth and believes it’s important to get a “second opinion” on your family’s financial plan. For additional information on financial services offered by Tom or to schedule your portfolio* review, go to tom-scanlon.com. Make sure to check out the latest articles written or featuring Thomas Scanlon.
Tom is a frequent speaker for area organizations and has recently been quoted on CNBC, Fox 61 News, Marketwatch and AARP’s blog. Tom also has been a guest columnist for numerous publications including The Wall Street Journal, Barron’s, Money Magazine, The Hartford Courant, The Hartford Business Journal, and The New Haven Register. He is a member of the American Institute of Certified Public Accountants, the Connecticut Society of Certified Public Accountants, and the Financial Planning Association. Active in the community, Tom supports a variety of not-for-profit organizations.
*Second Opinion service is best suited for portfolios over $200,000.
Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Borgida & Company, P.C. is not affiliated with nor endorsed by Raymond James Financial Services, Inc. Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.
“Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.