Project Description

513-791-9258
PERSONAL BIO

Tom Finley

Director of Operations

Tom Finley joined the 9258 team in late 2020 and serves the company as Director of Operations.

With more than 30 years of professional experience in financial services, Tom brings a background in operations, compliance, employee development, and executive management. He holds a BS in Finance from Miami University of Ohio. Tom’s diverse executive background includes roles as Vice President Service Manager, Operations/Compliance Manager, Financial Advisor, Portfolio Manager, and his most recent role as Vice President, Investment Advisory Surveillance for Huntington Financial Advisors in Columbus, OH.

Tom’s time served as a Financial Advisor and Private Client Advisor has led him to have a deep understanding of the importance that the operational role serves in the client experience. His “service first” attitude is at the forefront of his commitment to the clients of 9258 Wealth Management.

Outside of the office, Tom enjoys spending time with his wife Marcia traveling and participating in recreational sports. They include cycling, basketball, and baseball. He volunteers his time in numerous church activities and non-profit organizations, most recently with the executive board of Aullwood Audubon Society in Dayton. He has also participated in the Pelotonia in Columbus by riding and raising funds.

WE ARE HERE TO HELP

Contact us today and let us help you achieve your financial goals.

  • This field is for validation purposes and should be left unchanged.