Tom Nee, Jr. Bio2018-03-08T20:31:29+00:00

Thomas “Tom” F. Nee, Jr.

Founder, Owner and Advisor
Licenses: Series 7, 24, 63 & 65
Insurance Licensed for Life, Health and Annuity

FAVORITE QUOTE: “Live a significant life.”  —Joseph Jordan

DREAM RETIREMENT: I’ve created a career where I can work hard and build something meaningful, but still have the flexibility to travel, enjoy my family, and make time for all of the things I love to do. I see myself working at least part time until I am 70 – maybe even longer – because I think staying mentally and physically active are the cornerstones of a successful retirement.

Michael J. LaBrie
Michael J. LaBrieFounder, Owner and Advisor
 Thomas F. Nee, Jr.
Thomas F. Nee, Jr.Founder, Owner and Advisor
Martin E. Plecinoga
Martin E. PlecinogaOwner and Advisor
 Kate Glidden, CFP®
Kate Glidden, CFP®Registered Representative/Advisor
Richard “Rick” P. LeBlanc
Richard “Rick” P. LeBlancRegistered Representative/Advisor
Lisa Marie Wise
Lisa Marie WiseFinance & Operations Manager
Matthew Dandreo
Matthew DandreoBranch Manager
Ny Sok
Ny SokRetirement Transition Specialist
Joan Welch
Joan WelchPlanning Services
Linda Gorgone
Linda GorgoneReceptionist
Meni Frangias
Meni FrangiasClient Relations
 Kim Silverman
Kim SilvermanClient Services
Paul Matheson
Paul MathesonClient Services
CeCe Olack
CeCe OlackMarketing and Project Manager
Susie LaBrie
Susie LaBrieClient Relations
Diane Gavin
Diane GavinReception