Thomas Robb AAMS^®

My Professional Approach

As a financial advisor and member of the Tetreault-Robb Financial Group, I provide comprehensive investment planning for clients, guiding them through life events on their financial journey. Life events might include planning for a child’s education, proper life insurance coverage, employment changes, building wealth to enjoy retirement and long-term care solutions.

My financial services practice is focused toward individuals, professionals, families and small-business owners. My client-first commitment begins by asking questions about your needs and goals as a basis to craft a personalized financial plan and then work with you to provide ongoing guidance and direction.

My Background

I joined Benjamin F. Edwards as a financial advisor in 2014 along with our team, the Tetreault-Robb Financial Group. I began my financial services career in 2001 and I’m passionate about educating clients and helping them achieve their goals through proper planning and investment strategies.

Areas of Concentration

• Advisory portfolios
• Annuities
• Education Planning Strategies
• Estate Planning Strategies
• Financial Planning Strategies
• Insurance Evaluations
• Investment Strategies
• Life Insurance / Long-Term Care Planning
• Portfolio Management
• Pre-Retirement Planning Strategies
• Retirement Income Planning Strategies
• Retirement Planning Strategies
• Wealth Transfer Management

Credentials

• University of New Hampshire, Associate of Applied Science Degree in Business Management
• ACCREDITED ASSET MANAGEMENT SPECIALIST professional (AAMS®), 2002

CA License #OL12777