Thomas Lonergan

Thomas R. Lonergan became a financial advisor because he believes complex financial concepts should be translated into practical strategies that help people work toward their goals. The most rewarding part of his work is helping clients navigate important financial decisions with greater clarity and confidence. With more than 30 years of industry experience, including prior roles at UBS and A.G. Edwards, Tom brings a seasoned, objective perspective to every client relationship. A graduate of Hofstra University, he has built his practice on adaptability, efficiency, a commitment to understanding and addressing clients' financial priorities.

Tom works primarily with high-net-worth individuals and families, helping them address wealth management challenges through diversification, tax-aware planning, behavioral finance insights, and alternative investment strategies. He takes a thoughtful approach, clear communication, and ability to develop practical solutions aligned with each client's long-term objectives.

Outside the office, Tom enjoys golf, sports, and history. He also serves on the board of his town's Community Foundation and values giving back to the community. Family remains at the center of his life, and he is proud to have been married for 40 years, with three children and two grandchildren. A lifelong sports enthusiast, Tom appreciates that lasting success, whether in wealth management or on a lacrosse field, is built through preparation, discipline, teamwork, and consistent execution.