I received a phone call from a client I have known for 21 years. She had been solicited by a salesperson trying to sell her an investment. As I listened and asked questions, it became obvious she had not been given all the information she needed to make a sound decision. Investor Pro Tip: Before […]
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Operations Manager
Jackie is the Operations Manager at the Wallingford, CT office of Advantage Financial Group. She started in the finance industry in 1997 as a part-time assistant at a predecessor company. That organization was merged into AFG in 2000, expanding her duties in operations.
Jackie is responsible for all office operations, working directly with clients to opening/maintaining financial accounts, IRA Rollovers, Required Minimum Distributions, setting up investment and withdrawal plans, mutual fund redemptions, and whatever else clients need. She has developed trusted relationships with clients, and provides first-class, personalized service, so important in today’s complex financial world. Personal commitment to the welfare of our clients is her strongest asset. Our clients appreciate Jackie’s individualized commitment to them. They know whatever issues they need resolved, will be handled professionally and personally. AFG’s main objective is offering excellent client service.
Jackie and her husband Bob have lived in Wallingford since 1989. They are avid Yankees fans, enjoy traveling and spending time with their three children and two grandchildren.
Phone : (203) 269-4669
E-mail : ja*****@*****lc.net
IAR
Ray spent more than a decade working in Sales Operations and Logistics Management before joining the Advantage Financial Group team. He has a strong technological background, an analytic approach, and excellent interpersonal skills. This combination enables him to devise custom-tailored solutions that maximize results.
He holds a B.A. in Economics from Goucher College, and Series 7 and 66 securities licenses with FINRA. Ray lives in the San Francisco Bay area with his partner, Lisa, and their pet rabbit, Ziggy.
Phone : (760) 494-6223 or (203) 269-4669
E-mail : ra*****@*****lc.net
Office Manager
Susan has worked in the financial services industry in a variety of capacities since 1990. Her primary responsibility is to cultivate strong client relationships. Most recently, Susan has taken on the role of managing the company website and related social media. She manages all accounting and tax reporting for AFG.
Susan has a Master’s degree in Gerontology, which provides valuable insight and the sensitivity required to address the challenges our older clients may be facing.
Susan lives with her husband, Tom in Carlsbad, California. She has one stepchild and two children.
Phone : (760) 494-6223
E-mail : su*******@*****lc.net
President
Tom has owned and operated Advantage Financial Group and its predecessors for over thirty years. He holds an MBA in Finance, has a General Securities (Series 7) license, and is an Investment Advisor Representative registered in 21 states. He is also licensed for Life and Health Insurance, as well as Variable Annuities. For over three decades, Tom has helped hundreds of clients successfully define and achieve their financial goals. Tom is a Registered Principal with Securities America, Inc. and an Investment Advisor Representative with Securities Advisors, Inc.
Tom divides his time between Wallingford, Connecticut and Carlsbad, California with his wife, Susan. He has one son and two stepchildren.
Phone : (760) 494-6223 or (203) 269-4669
E-mail : to*****@*****lc.net