Thomas Anderton is a Managing Director at 626 Financial, a Registered Investment Advisor, 626 Financial Chief Compliance Officer, and he holds the CERTIFIED FINANCIAL PLANNER™ https://www.cfp.net/ designation.
Leveraging his education, experience, and community, he has developed many innovative and personalized approaches to advising affluent families on their complex financial situations.
Thomas joined his cousin Brant at 626 Financial in February 2018. Before joining 626, Tom was an Executive Director at Oppenheimer and Co., Inc., where he started his career in 2006. He graduated Summa Cum Laude with a Bachelor of Science degree in Business Administration from the University of Florida. While working full time, he graduated with an MBA from the Booth School of Business at the University of Chicago. Tom holds a Series 65 Investment Advisor Representative license, as well as life and health insurance licenses.
Tom, his wife Rachel, and two young daughters live in Texas Corners, close to the 626 Financial offices.