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Tom Grilli, Financial Advisor serving the East Hartford, CT area - Ameriprise Advisors

Tom Grilli

RICP®

Financial Advisor

Sterling Financial Partners
23
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

  • Retirement Income Strategies
  • Saving for Education
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Investment Management
  • Wealth Preservation Strategies

Qualifications

  • RICP® Retirement Income Certified Professional®
  • Series 7 License: General Securities Representative
  • Series 66 License: Uniform Combined State Laws
  • Life, Accident and Health License

Education

  • BSBA, Finance, Bryant University, 1999

Interests

Born and raised in CT, I reside in South Windsor with my wife, Dana and our three children, Tommy, Callie and LJ.

Like many families, we spend much of our time supporting our children's activities. Tommy and LJ play baseball and football, and Callie enjoys cheer, soccer and softball.

We enjoy being active together, skiing in New Hampshire and Vermont during the winter, trips to the Jersey Shore in the summer, golfing and Dana has gotten the kids into running with her in 5k's.

You can catch us at a football game on Saturdays in the fall or basketball games in the winter supporting UConn athletics.