Thomas Walton
Financial Advisor
(203)854-7626
Financial Advisor Tom Walton has been in the financial service industry since 2000. He believes that his strongest assets are the relationships he has established with his clients over the years. Tom draws on his experience and knowledge for his clients and can offer customized wealth management advice and personalized service for today and years to come. A key to his success is his philosophy of working closely with his clients to develop a disciplined investment plan tailored to their unique needs and goals: "I work to attain a thorough understanding of the client’s objectives, assist them in determining if such objectives appear realistic and provide them with information to develop their understanding of the risks and rewards of investing.”
The client experience Tom Walton creates is essential to maintaining customer focus on the goals and objectives they have set. Tom works to determine what is important to a client, their families or business. He seeks to create investment recommendations that consider the risk tolerance, tax issues, income needs and time for goal accomplishments. Once the process begins, Tom works to refine and implement a personalized strategy that keeps pace with your ever changing needs.
Tom works in the Norwalk/ Stamford market area. His professional designations include FINRA Series 7 and 66. He also has health and life insurance licenses. He is a graduate of UMASS with a B.A. in Economics
Investment and insurance products are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. Infinex and the Bank are not affiliated. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by a bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.
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