Thomas Rose, CFS®, AIF®
Thomas W. Rose, AIF®, CFS® is a partner at Main Street Wealth Management, based in Bedminster, NJ. Through LPL Financial, he provides comprehensive financial planning and investment advisory services to entrepreneurs, corporate executives, retirees and their families. Tom has established relationships with industry leading money management firms, estate planning specialists and CPA’s to assist his client base with all aspects of financial planning.
A graduate of Bucknell University with a degree in Finance, Tom is an Investment Advisor Representative with LPL Financial, Member FINRA/SIPC, and a Licensed Life, Health and Disability Insurance Consultant. LPL’s independent platform allows advisors freedom from proprietary products meaning that the client’s best interests always come first.
Tom is also a member of the elite Peak Advisory Alliance coaching and resource program for advisors which offer top advisors a wide spectrum of practice management tools to serve clients.
Before partnering with Robert Scott at Main Street Wealth Management, Toms was a Senior Financial Advisor at Langdon Ford Financial in East Hanover, NJ. Tom began his career in Finance in the 1980’s at the ABC Television Network in New York City where he held numerous Finance positions of increasing responsibility and scope.
Tom lives in Chester, NJ with his wife Sandy and sons Justin and Michael. He is an assistant high school baseball coach and a former member of the Long Hill Little League Board of Directors. Tom enjoys family time including skiing, hiking and golfing.
Professional Designations/Licenses: AIF® (Accredited Investment Fiduciary®); CFS®(Certified Fund Specialist™); Investment Advisor Representative Registration with LPL Financial; FINRA – Series 6, 63, 66, 7, 24; through LPL Financial, Life, Health and Long Term Care Insurance License; Variable Annuity License.
Education: BS in Finance – Bucknell University
Meet Tom's Team:
Client Service Associate