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MassMutual financial professional.

Thomas "TJ" McDermottemail

Fortis Lux Financial

420 Lexington Avenue Suite 2510
New York, NY 10170-2199

  • Professional Story

    Knowledge is the key to a successful financial future. As a CERTIFIED FINANCIAL PLANNER™ practitioner, I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs.

     I am prepared to assist clients with their financial plans and help them meet their long-term financial goals. I work closely with my clients and can also work with you. I will help you:

    • Define your personal financial goals
    • Develop a financial strategy that can help you achieve these goals
    • Suggest suitable products and solutions based on your own tolerance for risk and your timeframe
    • Implement your strategy with products and services that help meet your needs. 

    In addition, I provide total financial needs analysis through a network of experienced professionals with detailed knowledge in: advisory services, retirement planning, estate strategies, employee benefit and retention services, business continuation strategies, and trust services.

    I truly enjoy meeting new people and get complete gratification from sharing my expertise and helping to make a difference in the lives of others. When I’m not focused on working with clients, my personal interests include traveling, learning about different cultures, reading, sporting events, stand-up comedy, and spending time with friends and family.

    Education

    Baruch College (2007 - 2010)

    Hobbies

    Biking
    Hiking
    Travel
    Music
    Writing
    Language Learning

    Community Involvement

    Building Blocks Foundation
    NY Cares

  • Languages:
    • English

  • Credentials:
    • CFP®
    • BFA

  • Specialties:
    • Insurance Strategies
    • Investment Strategies
    • Retirement Income Planning
    • College Funding Strategies
    • Business Succession Planning
    • Financial Education
    • Risk Management Strategies
    • Business Owners
    • Retirement Strategies
    • Estate Planning

  • Online Services

Check the background of this investment professional on FINRA’s BrokerCheck

See Thomas’s Licenses and Disclosures

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