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Tom Lalley, CFP®, CFA

Senior Wealth Advisor & Team Leader, Managing Director

Cincinnati, OH

Designations

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