Thomas J. Britt,  CFP<sup>&reg;</sup> - Financial Advisor

Thomas J. Britt, CFP®

CIMA, MBA

Sr. Wealth Advisor

Mercer Advisors

83 Halls Road Suite 201, PO Box 525
Old Lyme, CT 06371-0525
(888) 434-6890 x1
(860) 434-6890 x1
CONNECT WITH Thomas
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General

Thomas Britt is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at Mercer Advisors in Old Lyme, CT and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 31, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®
  • Certified Investment Management Analyst (CIMA®)
  • Other - MBA, MPAS

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Charitable & Planned Giving, Estate Planning, Investment Management, Government & Military, Getting Divorced, Mutual Funds, Getting Married, Insurance, Life Planning, Retirement, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Women's Finances

More

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