Tim was a manager with Coopers & Lybrand before building his own tax practice, Tim McCarthy, CPA. In 2000 Tim expanded his services to include retirement and financial planning. In order to play a more active role in his clients’ personal financial future, Tim affiliated himself with LPL Financial as his broker dealer and US Financial Advisors LLC, as his registered investment advisor. Tim holds the Series 7 and Series 24 with LPL Financial and the Series 66 with U.S. Financial Advisors. Tim has over thirty years of experience helping clients navigate their tax and financial planning.
Education and Registrations:
- Personal Financial Planning Specialist (PFS)
- Certified Public Accountant
- MSBA from University of Massachusetts
- FINRA Series 7 and 24 registrations held with LPL Financial
- FINRA Series 66 registration held with U.S. Financial Advisors
- Insurance Licensed with the State of Connecticut Insurance Department
- Member of the U.S. Wealth Management Board of Directors
- Member of the American Institute of Certified Public Accountants
- Board Member, Avon Chamber of Commerce
Sue Davies is a Financial Planning Assistant at US Wealth Farmington Valley, managing client relations and documentation. Sue assists in the development and implementation of wealth management strategies and works closely with clients throughout the planning process.
Sue is Insurance licensed by the State of Connecticut Department of Insurance.
Sue holds a Bachelor of Science Degree in Business Administration from St. Michael's College.
Laura has been with U.S. Wealth Management since 2006. As the Account Service Manager, Laura delivers personalized care and tailored communications to clients. Laura recognizes that our clients’ time is valuable and strives to handle the administrative tasks of our business as efficiently and quickly as possible.
Laura is a graduate of the University of Michigan where she received her Bachelor of Science in Engineering degree (Go Blue!) She also attended the University of San Diego where she graduated with her Master of Business Administration with a concentration in Finance.
Tom has been dedicated to serving clients in the financial service profession for the past 35 years. His experience includes investment and wealth planning for high net worth individuals and small businesses, as well as an extensive background in institutional equity trading. As Director of Investment Strategy for USWM, Tom’s key responsibilities include identifying investment opportunities, determining strategic asset allocation, monitoring investment performance, and communicating investment theses to the firm's advisors.
Throughout his career he has held various leadership positions. Prior to joining U.S. Wealth in 2013, Tom spent 23 years as an institutional equity trader for the Fidelity Investments asset management complex of over 250 funds. During that period, Tom was the head trader for many well-known, multi-billion dollar Fidelity mutual funds including Magellan, Equity Income, Low Priced Stock Fund, Fidelity Fund, and the Midcap Stock Fund. He also spent many years as the trading sector specialist in the technology, media and telecom sector. While at Fidelity, he was an integral part of the investment process and collaborated extensively with portfolio managers and analysts, and was responsible for providing profitable trading ideas and implementing successful trading strategies.
Tom also spent three years in institutional sales trading covering large Boston asset managers as an Associate Director at Macquarie Capital, and as a Vice President at Piper Jaffray. At both firms he provided trading expertise and worked closely with a global research team to generate profitable investment ideas for his clients.
Tom’s education includes a Bachelor of Arts at Gordon College and Boston University’s Center for Professional Education Financial Planning Program. Tom is a CERTIFIED FINANCIAL PLANNER®.
Tom Fletcher is not affiliated with LPL Financial. Investment advice offered through U.S. Financial Advisors, a registered investment advisor. U.S. Financial Advisors and U.S. Wealth Management are separate entities from LPL Financial.