Thomas M. Carey, CLU, ChFC

Welcome to my Web site, where you'll find a wealth of information in the form of newsletter articles, calculators, and research reports.

My name is Tom Carey.  I began my career with Equitable Advisors in 1977 after I graduated from the University of Notre Dame.  In 1980 and 1983 respectfully, I received my Chartered Life Underwriter (CLU) and Chartered Financial Consultant's (ChFC) designations from the AmericanCollege in Bryn Mawr, Pennsylvania. My licenses and qualifications include Life, Health and variable insurance products and FINRA Series 1, 7, 24, 53, 63, and 65. I attend advanced planning sessions as well as continuing education classes on a regular basis.  Today I provide professional insurance and financial advice to individuals, families and businesses in 18 different states. I work with clients in the same manner as I would like other professionals to work with me. I feel it is important to maintain a strong professional foundation, complemented by community and family involvement.  Currently my professional and community commitments include the following:


  •  Member of Equitable's Retirement  Benefits Group 
  •  National Association of Insurance and Financial Advisors
  •  MDRT