My Background

Tom Parlon, MBA

 

As a Financial Advisor with Eagle Strategies LLC, I sincerely believe that most people want to do what's right: right for themselves, right for their families, and right for their communities. In fact, that's one of the reasons I joined the company back in 2012. After 10 years working as an institutional equity trader, I wanted the opportunity to work somewhere that made it easy for other people to do what was right, and more importantly, made it easy for me do right by them. 

You can take comfort in the fact that I have been a proud member of the Boston/West Roxbury community for over 40 years, and therefore have a vested interest in seeing my friends and neighbors succeed. As a loving father of two children and husband of 17 years, I have many of the same hopes and aspirations as my clients and am happy to share with you all the resources and information Eagle Strategies has to offer.  Additionally, I have access to socially responsible investing platforms and can customize portfolios that focus on sustainable investment practices.

Depending on your needs, I can introduce you to some proven, dependable ways to help protect your family's lifestyle and future; or prepare for major financial events such as paying for college, saving for retirement, or caring for an aging relative. If you're wondering about my qualifications, you might find it reassuring to know that I am an Investment Advisor Representative with Eagle Strategies LLC, A Registered Investment Advisor.  In addition to my 15 years of experience, I have an MBA from Northeastern University and I hold the following securities licenses; series 3,7,55,63 and 65.

Of course, my background isn't really the one that matters. To be the best possible investment advisor representative, I've found that getting to know my clients – their hopes, dreams and goals for the future – is the most important step. So if you're looking for someone that's ready to put their knowledge and experience to work for you, please let me know.

Neither Eagle Strategies LLC nor its advisers or affiliates provide tax, legal or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.

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