TFG Financial Advisors would like you to meet Tom Quealy of Nottingham Advisors, one of our “behind the scenes” resources. Tom prides himself on building relationships with TFGFA clients just as much as he enjoys building their portfolios for long term success.
TFGFA is proud that Tom is one of our resources, he brings more than 25 years of investment management experience to his role in leading Nottingham Advisors and assisting TFGFA in bringing customized investment strategy and management advice to our clients that is tax efficient, risk appropriate, and broadly diversified. Tom holds a Bachelor’s Degree in Economics from the State University of New York at Buffalo and is a Trustee on the Board of the University at Buffalo Foundation, as well as a Sustaining Director with the Buffalo Renaissance Foundation. Tom is a member of the Palm Beach Chamber and the Palm Beach North Chamber of Commerce. Since 2006 he now extends his top notch client service to the South Florida area as well as the greater New York area.
Tom understands that investment management shouldn’t be “one size fits all” and helps TFGFA tailor its financial solutions to fit the specific needs of each client regardless of account type. He insists on building a portfolio that is predictable, within a process that the client feels comfortable with. For example, if you are a socially conscious investor who wants to consider environmental and social issues when choosing your investments, Tom and his team at Nottingham can create an ESG portfolio offering a combination of growth and income with Environmental/Social/Governance criteria that is oriented toward companies viewed as positively influencing society, the environment, and corporate behavior.
Named a “Top 300 Financial Advisor” by the Financial Times, Nottingham Advisors offers a suite of comprehensive ESG solutions to TFGFA clients for retirement plans and separately managed accounts. They bring to TFGFA best-in-class managers specializing in ESG investing through a highly diversified portfolio of mutual funds, ETFs and individual bonds. Find out more about TFGFA’s impactful investing and socially responsible portfolios HERE.
Nottingham is a SEC registered investment advisor in Buffalo, NY, since 1981, and in Palm Beach Gardens, FL, since 2006, which manages and advises on over $1.1 Billion in assets for individuals and institutions in more than 30 states. Nottingham assists TFGFA in managing individual accounts, IRAs, trust accounts, 401(k)s, 529s, or institutional accounts such as pensions, profit sharing plans, foundations, endowments, non – profits and religious organizations. For additional information, please contact Cory Lyon at clyon@tfgfa.com or 561-209-1120.
TFG Financial Advisors, LLC is a registered investment advisor. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities, and past performance is not indicative of future results. Investments involve risk and are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed here.
