Tom Lalley, CFP®, CFA

Senior Wealth Advisor & Team Leader, Managing Director

Cincinnati, OH

LET'S CONNECT

Designations

  • CERTIFIED FINANCIAL PLANNER™ professional
  • Chartered Financial Analyst ® designation

 

Work Experience

  • Guides individuals and families to define and meet their goals and objectives
  • Manages clients’ financial affairs including portfolio management, retirement planning, estate and tax planning, and education planning
  • Provides additional expertise in exit planning for business owners looking to maximize the value of their businesses
  • Worked in the securities industry since 1993, starting with Fidelity Investments and as an Investment Advisor for John D. Dovich & Associates for 19 years

 

Life Outside of MAI 

  • Member of the CFA Society of Cincinnati and the Cincinnati Estate Planning Council
  • Serves as Chairman of the finance council for his local parish

 

Education

  • Northern Kentucky University, BA in Accounting with a minor in Finance
  • Xavier University, MBA in Business Administration

We look forward to learning about your financial goals.

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