Tom Walter is a seasoned financial advisor with over a decade of expertise in guiding his clients towards their financial objectives. Originally from Erie, Pennsylvania, he embarked on his career in 2013 with New York Life Insurance Company, where he developed a strong foundation in integrating life insurance into comprehensive financial plans.
In 2016, Tom expanded his role in financial services by joining with First National Investment Services in Meadville, Pennsylvania as an associate advisor. There he refined his skills across the various aspects of financial planning and portfolio management. His career progressed in 2019 when he took on the role of financial advisor for eight branches of First National in Cleveland, Ohio. By 2023, his performance and reputation with clients earned him a promotion to producing sales manager and financial advisor where he oversaw two advisors while maintaining his own advisory responsibilities. Later in 2023, Tom joined with Equitable Advisors where he continues to serve his clients with dedication.
A graduate of Seton Hill University, Tom finds balance outside of his professional pursuits by spending quality time with family and friends and enjoying his passion for golf.