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Thomas Pasta, Private Wealth Advisor serving the Annapolis, MD area - Ameriprise Advisors

Thomas Pasta

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Trident Wealth
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Social Security Retirement Benefits
  • Investment Management
  • Saving for Education
  • Retirement Plan Distribution

Interests

My life revolves around my wife and three children. In addition to my three children, our family sponsors Midshipmen at the Naval Academy. We enjoy spending our Saturdays in the Fall at Navy-Marine Corps Memorial Stadium cheering for Navy.

Awards & recognition

  • Five Star Wealth Manager, 2020, 2022
  • Trident Wealth, Ameriprise Client Experience Award, 2020, 2021
  • Ameriprise Circle of Success, 2020

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • B.S. Business Management, Concentration in Finance, Towson University, Towson, MD

Community participation

I previously served as a Founding Board Member for Talisman Therapeutic Riding, a nonprofit located on the Eastern Shore that provides healing to those in need, for 9 years.