Thomas Quealy has been named CEO and partner with TFG Financial Advisors, as of Jan. 1. Quealy has been in the industry for 35 years, as a financial adviser in wealth management. Most recently, he was responsible for the strategic and operational leadership of an RIA firm that has $5 billion in assets under advisement.
"We are very excited to have Tom join our team, and we believe he possesses the track record and knowledge required to successfully support the firm and its clients in this next phase of our growth. Tom's experience in the financial services sector will reinforce our position as the investment and wealth management firm of choice for those seeking a more customized approach,” said Cory Lyon, COO of TFG Financial Advisors, in a statement.
With offices in New York and Florida, TFG Financial Advisors offers wealth management and investment strategies with a focus on tax efficiency, risk consideration and broad diversification.