Thomas A. Webbert,  CFP<sup>&reg;</sup> - Financial Advisor

Thomas A. Webbert, CFP®

8600 LaSalle Road Ste 312
Towson, MD 21286
FINANCIAL ADVISOR'S WEBSITE
(410) 339-5771

General

Thomas Webbert is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at in Towson, MD and the surrounding communities.

Financial Advisor Overview

Tom Webbert joined his father in 2006 and has been helping clients with their financial planning ever since. Tom is a graduate of Loyola College of Maryland (now Loyola University Maryland), where he earned a degree in business administration and a minor in computer science. After college, as an account executive in technology sales, he was quickly promoted to team leader and worked on large accounts like Johns Hopkins, Northrop Grumman, Archdiocese of Baltimore, and The City of Baltimore. After three years, he decided he wanted to be more involved with helping people directly and making a difference in their lives. He went to work with his father and earned his CFP® in 2013. He did have some early experience in the field, as Tom completed his first tax return while in the 5th grade. Tom's wife, Diane, is the Visual & Performing Arts Chair at the Institute of Notre Dame. They currently live in Charles Village with their 2 sons, Jeremiah and Adrian. Tom loves coaching his son's sports team with the Lutherville Timonium Recreation Council. He also enjoys playing basketball and soccer.

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Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: MD
  • Health/disability insurance: MD

Broker-Dealer Affiliation

Securities Service Network, Inc.

Broker-Dealer Disclaimer

Investments products and services available only to residents of: California, Washington DC, Delaware, Florida, Georgia, Indiana, Maine, Maryland, Michigan, North Carolina, Oklahoma, Pennsylvania, and Virginia Securities offered through Securities Service Network, LLC, Member FINRA/SIPC Fee-based advisory services are offered through SSN Advisory, Inc., a registered investment advisor. These services are available only to residents of Maryland, Delaware, and Florida.

Financial Advisor's Specialties

Comprehensive Financial Planning, Retirement, Personal Taxes

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Helpful Financial Planning Resources