Broker Check

Our Qualifications

Tom Conway, the firm's owner, has a B.S. in Economics from the University of Dayton.

In his third 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 Conway has been named a FIVE STAR Wealth Manager nine consecutive years: 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019 and 2020.

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 such shows as AgeWise and LifeQuest with Eleanor Schano on WQED, and on WTAE news with Sally Wiggin 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.

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