Thomas J. Thompson

With over 40 years of investment experience, Tom offers clients a full range of Wealth Management and Estate Planning services. An extensive background in Fixed-Income allows Tom to capitalize on developing strategies designed to best meet the needs of the long-term investor.

Tom started his career in the financial services industry shortly after graduating from LeMoyne College in 1980. Receiving a Bachelor of Science degree in Business, with a concentration in Economics, Tom’s initial focus was in the Fixed Income / Debt arena. To meet the needs of his expanding practice, Tom moved into the full-service investment planning area with a global financial firm in 1994, where he served as 2nd Vice President and Financial Planning Specialist.

Tom joined Pinnacle Investments in 2009, where he continues his focus on diversified investment strategies for long-term investors in coordination with tailor-made fixed-income strategies.

Tom currently resides in the west suburbs of Syracuse with his wife, Suzanne. He has a son and three grandchildren, enjoys sports, and relaxing at their condo on the east coast of Florida.
Tom holds a FINRA General Securities Re (Series &), State Security Agent (Series 63), New York State Insurance license for Life, Accident and Health, as well as NYS Long-term Care Partnership Plan Certification.