Thomas LaPointe
Vice President & Director of Financial Planning Operations
As Vice President and Director of Financial Planning Operations, Tom LaPointe plays an integral role in overseeing a seamless financial planning process from start to finish. He works closely with our advisors to assist them in developing detailed, personalized strategies tailored to each client's individual needs and goals.
In his role, he assists our advisors in gathering and analyzing client data, transforming complex financial information into clear, actionable insights. With over 25 years of industry experience, including 20 years as a financial advisor, he brings a practical, client-focused perspective to the planning process. He also supports investment and product research and participates in all trading and asset movements within the firm.
Tom views wealth as a tool to help clients live with confidence and care for the people who matter most. His approach prioritizes clarity, thoughtful planning, and steady, informed decision-making.
Tom earned a Bachelor of Science in Finance and Business Administration from Sacred Heart University. He holds his Series 7 and 66 registrations through LPL Financial, as well as his Life and Health Insurance license.
Outside of work, Tom enjoys coaching ice hockey, golfing, fishing, and spending time with his family.
