Thirty-one years ago Tom Conway founded Conway Financial to specialize in working with those near and in retirement to help them plan for and manage their assets that will be used for retirement income and to help protect the legacy they want to leave with those assets they've spent a lifetime earning.
Conway Financial does not limit themselves to one particular option or methodology for retirement income planning. There are a number of acceptable models to use in developing an income stream for your retirement years based on your overall financial picture, and all those options will be discussed in terms non-professionals can understand.
Tom Conway, the firm's owner, has a B.S. in Economics from the University of Dayton.
In his fourth decade in practice, Tom has accumulated hundreds of hours of advanced professional education to continue to educate himself to better assist his clientele. For that effort, Tom as earned the coveted professional designations of:
- Chartered Financial Consultant (ChFC)
- Chartered Life Underwriter (CLU)
- Certified Fund Specialist (CFS)
Tom was featured at the 73rd Session of Continuing Professional (CPA) & Continuing Legal Education Seminar in Pittsburgh, speaking on Irrevocable Life Insurance Trusts and Charitable Lead Trusts in Qualified Plans.
Tom is a frequent contributor on local TV, having appeared on WPXI, WQED, and WTAE commenting on current topics of financial interest to retirees.
While education is essential, nothing can replace a commitment to the highest levels of ethics and legal compliance. Tom has agreed to comply with all the codes of ethics of his professional financial planning and insurance designations and those of his Broker/Dealer, Securities America, Inc.
Tom Conway has been named a FIVE STAR Wealth Manager eleven consecutive years: 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, and 2022.
The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed, or denied complaints with any regulatory authority or Five Star Professional’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Award does not evaluate quality of services provided to clients. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The Five Star award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their client’s assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com. 1,779 Pittsburgh-area wealth managers were considered for the award; 252 (14% of candidates) were named 2022 Five Star Wealth Managers.