Thomas F. Foley
Retirement Planning Specialist
P | 732-452-7276
F | 732-906-3694
E | tom@equityws.com
Background:
Tom joined his current broker-dealer, now Equitable Advisors in 1992 as a second-generation Financial Advisor. He has been a leading member of Equitable Advisors' New Jersey branch in Edison since its founding. Tom focuses his business practice primarily assisting public school and non-profit employees with retirement planning needs. He coordinates individual strategies for his clients in retirement, investment and risk management planning.
Tom grew up in Monmouth County New Jersey and graduated from Villanova University with a Bachelor’s Degree in Finance and he earned a Certificate in Retirement Planning from The Wharton School of the University of Pennsylvania. Upon graduation he received a Commission in the United States Navy and served 30 years of active and reserve duty retiring as a Captain in 2017. He participates in numerous company advisory and industry groups. Tom currently resides in Colts Neck, New Jersey with his wife and they are the proud parents of three daughters.
Tom holds FINRA series 6, 7, 24, 63, 65 registrations, Life and health insurance licenses. He is serving clients in NJ, NY, PA, MD and VA. Tom also holds IAR registration in MD, NJ, NY and PA.
