Thomas J. Monahan
Registered Principal
CRD # 1546712, Insurance License # 0A00652

Tom Monahan joined CA Wealth Management in 2008 after serving as a Vice President of Morgan Stanley for over 10 years. In 1996 he left Morgan Stanley Dean Witter to join Everen Securities that latter merged with Wachovia securities. He has worked for such companies as Van Kasper of San Francisco and Wells Fargo. In 2008 he received an Honary Doctorate of Divinity for his work in the inner city from American Urban University. He majored in political science and economics at Southeastern Massachusetts University (University of Massachusetts at Dartmouth). An accomplished career spanning over two decades, he provides advisory services and solutions to families, small business, executives, and philanthropic organizations using his institutional expertise to this eclectic cliental.

Licenses*

Series 7 General Securities Representative
Series 24 General Securities Principal
Series 63 Uniform Securities Agent State Law Examination
Series 65 Uniform Investment Adviser Law Examination, Fee-based
Life Agent & Variable Contracts

Education

• Major Political Science, Minor Economics
  Southeastern Massachusetts University (University of Massachusetts Dartmouth)
• Bachelor of Arts in Urban Ministry
  City of Vision University, Kansas City, Missouri

Community Involvement

• Former Board Member and present Advisory Board Member to Standing Tall Tennis, National Native American outreach program for Native American youth