Tom McGuiggan

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Consumer Services

Finance

Profile

Mr. Thomas P.
McGuiggan is a Senior Wealth Advisor at Reilly Financial Advisors LLC.
He works closely with clients to ensure they are receiving superior service and that their wealth management services adapt accordingly as their financial needs change.
In his role as a member of the firm’s Investment Committee, he works closely with the research department, executing on the semi-annual rebalancing of client portfolios.
He ensures that all rebalance trades are efficiently and effectively executed according to each client’s individual and personalized portfolio.
His financial services career spans over 25 years.
Prior to joining Reilly Financial Advisors, Mr. McGuiggan held positions as trader, commodities operations manager, advisory services operations manager and client relationship manager.
Mr. McGuiggan holds a Bachelor’s Degree in Economics from Siena College in Albany, New York, and has participated in advanced economic studies at San Diego State University.

Former positions of Tom McGuiggan

Companies	Position	End
Reilly Financial Advisors LLC Reilly Financial Advisors LLC Investment ManagersFinance RFA builds personalized stock and bond portfolios efficiently and cost-effectively provide clients with a variety of risk-weighted portfolio options, coordinated into one portfolio, while adhering to fundamental asset allocation. The firm’s in-house research and analysis team monitors portfolio holdings each and every day, focusing on and carrying out the critical strategies and tasks outlined below.	Investment Committee Member	2018-12-20

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Private companies	3
Reilly Financial Advisors LLC Reilly Financial Advisors LLC Investment ManagersFinance RFA builds personalized stock and bond portfolios efficiently and cost-effectively provide clients with a variety of risk-weighted portfolio options, coordinated into one portfolio, while adhering to fundamental asset allocation. The firm’s in-house research and analysis team monitors portfolio holdings each and every day, focusing on and carrying out the critical strategies and tasks outlined below.	Finance
San Diego State University San Diego State University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Siena College Siena College Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services