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First Coast Wealth Management firm adds new Portfolio Manager

A Southside retirement-planning firm recently welcomed a new member to its team.

Tom Haggerty RSI headshotRetirement Strategies, Inc. hired Thomas Haggerty, a Chartered Financial Analyst® (CFA), as an investment research analyst and portfolio manager. Haggerty spent the previous six years as an equity analyst on Wall St. with Susquehanna International Group.

He’s a member of the CFA® Society Jacksonville and has worked in the financial services industry since 1999. Born and raised in Harrison, NY, Haggerty earned his bachelor’s degree in economics at the University of Richmond.

Adding new staff continues Retirement Strategies’ recent growth. The firm acquired Collins Capital Management in late 2013 and moved into larger offices in the St. Johns Town  Center area in March.

“I’m excited to join a vibrant, professional firm such as Retirement Strategies,” Haggerty says. “It’s rewarding to be a part of a team that helps people achieve the retirement they envision.”

 

About Retirement Strategies, Inc.

The RSI team of Certified Financial Planner™ professionals provides retirement planning services, wealth management and financial guidance to its clients. The firm is a recognized leader in the industry and community and is guided by core values. Founded in 1994 by Bill Hart and Bill Carr, Retirement Strategies now holds more than $250 million in assets under management. To learn more, visit www.RSIRetirement.com or call 904-730-3863.


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