Thomas R. Parkins
President, Wealth Manager*
Tom Parkins is Founder and President of Chartpoint Financial Group, LLC. Chartpoint Financial Group is an independent financial services firm that focuses on group retirement planning, personal investment advisory services and group employee benefit programs for small to medium sized employers. Tom is registered with FSC Securities Corporation.
Prior to forming Chartpoint Financial Group, Tom was a member of the AXA Advisors, LLC management team and Director of Financial Planning for the North East Division of AXA where he spent four years building his own personal practice. Tom has over 30 years of financial services experience. He began his career in 1983 at Fidelity Investments and was a Senior Product Manager, Senior Retirement Counselor and Director of Sales Planning and Development for Fidelity.
After more than 11 years at Fidelity, Tom was recruited by Scudder Stevens and Clark to head their non-profit sales efforts in the defined contribution division of Scudder as Vice President. After leaving Scudder, Tom became a Sales Executive with Charles Schwab Retirement Plan Services where he was presented an Excellence In Service award.
Tom is an Accredited Investment Fiduciary® and has a Certificate in Financial Planning from Boston University. Tom also holds Series 7, 63,and 66 FINRA licenses and Life, Accident, and Health license in multiple states. Tom is a member of the Massachusetts Chapter of the Financial Planning Association, the Society of Financial Services Professionals and is a Graduate of Michigan State University.
Tom was formerly a licensed US Merchant Marine Officer and is an avid sailor. Tom also enjoys golf, tennis and hiking and completed a successful climb of Kilimanjaro, Tanzania in 1997. Tom is a member of several community based organizations located in the Cape Ann area of Massachusetts including as Vestry Member of Ascension Memorial Church in Ipswich and a Performing Member of the Chorus North Shore.