Thomas Buckley
Client Service Associate
As a Client Service Associate in wealth management, I streamline processes and deliver customized solutions to enhance client success. My major job responsibilities include gathering and preparing data and forms for the team of advisors as well as clients, reviewing documents for accuracy, and coordinating important client documentation such as financial statements, investment questionnaires, and tax information.
I’m a big fan of staying active—whether it’s hitting the slopes for some skiing and snowboarding in the winter or enjoying a round of golf when the weather warms up. When I’m not outdoors, you’ll find me reading, hanging out with my dog, or spending quality time with my friends and family.
