Tom Lalley, CFP®, CFA
Senior Wealth Advisor & Team Leader, Managing Director
Tom is a Senior Wealth Advisor and Team Leader at MAI, based out of the Cincinnati, Ohio office. Tom guides individuals and families to define and help meet their goals and objectives. He manages clients' financial affairs including portfolio management, retirement planning, estate and tax planning and education planning. He provides additional expertise in exit planning for business owners looking to maximize the value of their businesses.
Prior to MAI, Tom worked in the securities industry since 1992, starting with Fidelity Investments. He also worked as an Investment Advisor for John D. Dovich & Associates for 19 years.
Tom graduated from Northern Kentucky University in 1992 with a BS in Accounting with a minor in Finance. He earned his MBA with honors from Xavier University. Tom is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Chartered Financial Analyst® designation. He is a member of the CFA Society of Cincinnati and the Cincinnati Estate Planning Council.
Tom also serves as Chairman of the finance council for his local parish.