TFG Financial Advisors LLC Welcomes Thomas Quealy as CEO and Partner

PRESS RELEASE

Published January 6, 2025

Thomas Quealy has joined TFG Financial Advisors, LLC, as CEO and Partner, effective January 1, 2025

WEST PALM BEACH, FLORIDA / ACCESSWIRE / January 6, 2025 / TFG Financial Advisors, LLC, is proud to announce that Thomas Quealy will be joining the Firm as CEO and Partner, as of January 1, 2025.

TFG Financial Advisors LLC Welcomes Thomas Quealy as CEO and Partner — TFG Financial Advisors CEO & Partner

Tom’s 35-year career as a Financial Advisor in wealth management services has provided him with a proficiency in portfolio management and investment research, as well as significant experience in building relationships which support client goals. Tom most recently led an RIA firm with approximately $5 billion in assets under advisement, where he was responsible for the strategic and operational leadership of the firm.

Tom holds a Bachelor’s in Economics from the University at Buffalo, where he also studied International Business and World Trade. Currently a member of the Board of Directors for the Buffalo Renaissance Foundation, and a Palm Beach Chamber of Commerce member, Tom is also an active in YPO Gold, the Young Presidents Organization, a global leadership community of extraordinary chief executives from over 140 countries.

Cory Lyon, COO of TFG Financial Advisors, shared: “We are very excited to have Tom join our team, and we believe he possesses the track record and knowledge required to successfully support the Firm and its clients in this next phase of our growth. Tom’s experience in the Financial Services sector will reinforce our position as the investment and wealth management firm of choice for those seeking a more customized approach.”

SEC Registered, with offices in New York and Florida, TFG Financial Advisors provides wealth management and investment strategies that are tax efficient, risk appropriate, and broadly diversified. TFG Financial Advisors uses a research driven methodology, tailored to clients’ specific financial goals. Clients range from high-net-worth individuals, business owners, and corporations, to trusts, endowments, foundations, and retirement plans. Services include managing, preserving, and transferring wealth, asset protection, retirement planning, charitable giving strategies and more.

Tom Quealy can be reached at 561-209-1105 or at TQuealy@tfgfa.com. Additional information available at www.tfgfa.com.