Chartered Life Underwriter, CLU
Chartered Financial Consultant, ChFC
Life Underwriter Training Training Council Fellow, LUTCF
Investment Advisor Representative
Registered Representative Series 6, 7, & 63
Thomas Masi Financial Services has been working with individuals for over 35 years. The company offers clients experience in investment planning, insurance, and estate planning. All Advisors hold a variety of professional designations and are well versed in a number of financial disciplines. We believe our combined education and experience position us to offer broad-based financial advice that our clients can trust.
Tom began his career in 1980 highlighted with accomplishments early on. He quickly reached Lifetime Status in The Million Dollar Round Table after qualifying is first full year in the insurance business. In 1992, Tom joined ProEquities, Inc. his Broker/Dealer where he became a leading producer and continues.
He is also active in many professional and political associations such as the National Association of Insurance and Financial Advisors, Society of Financial Service Professionals, Charleston Estate Planning Council, Loring Ward Advisor CFO Forum and Advisors Financial Group. Public Service is important to Tom who served as a Charleston County Council Member and Charleston County Election Commissioner for several years. He has also served on several Boards and Commissions for Charleston County.
Tom is married with three adult children and six grandsons. In Tom’s free time he plays golf, is an enthusiastic member of the University of South Carolina Gamecock Club where he attends many sporting events particularly football and basketball. Tom enjoys traveling internationally as his schedule permits.