Tom Moran

Tom Moran is a seasoned financial advisor with more than 40 years of experience helping individuals, families, and business owners build, preserve, and transfer wealth with confidence. He provides comprehensive wealth management strategies tailored to each client's unique financial goals, offering guidance in investment management, retirement planning, estate planning, business retirement plans, long-term care planning, cash management, and financial planning.

Tom earned his Bachelor of Arts in Marketing from Bethel University and spent 24 years as a top financial advisor at Webster Bank before co-founding Bantam Financial. Throughout his career, he has earned the trust of clients across Connecticut and throughout the United States by delivering thoughtful advice, personalized service, and long-term financial strategies.

In 2019, Tom partnered with Jessica Welcome-Cafasso to establish Bantam Financial, selecting Osaic Institutions, Inc. as the firm's broker-dealer. Together, they share a commitment to helping clients create multigenerational wealth strategies designed to grow, protect, preserve, and pass assets on to future generations.

At the heart of Tom's philosophy is a simple belief: clients always come first. Bantam Financial was founded to provide independent, relationship-driven financial guidance where every recommendation is made with the client's best interests in mind. Tom is dedicated to building lasting partnerships and helping clients navigate life's financial opportunities with clarity, confidence, and personalized advice.