Tom Sawyer, CEBS, RPA

As a Senior Retirement Plan Consultant, Tom is responsible for selling small to mid size retirement plans in the Eastern Massachusetts region. He also is the ongoing Relationship Manager for plans onboarded in the territory. Lastly, he educates participants in the retirement plans on asset allocation and deferral percentages which helps participants meet their retirement goals.

Experience

Tom began his career in 1997 and has more than 20 years of retirement and investment experience. Prior to joining People’s Tom worked at Transamerica as a Sales Consultant covering the New England Territory for the last 10 years. He also worked in retirement customer service and retirement operations at John Hancock and Putnam Investments. Tom also worked as an Investment Rep for Fleet Bank in the retail branches.

Affiliations

Hyannis Yacht Club

Professional Designations

  • Series 6
  • Series 7
  • Series 63
  • Series 65
  • Life Accident and Health / Variable Annuity Licensed in Massachusetts
  • Certified Employee Benefit Specialist designation
  • Retirement Plan Associate designation
  • Accredited Investment Fiduciary

Education

Boston College, Bachelors of Science, Business Management with a concentration in Marketing

Contact Info

(617) 603-3286

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Related Information


Disclaimer


Investment and Insurance Products:

  • Not Insured by FDIC or any Federal Government Agency
  • Not a Deposit of or Guaranteed by a Bank or any Bank Affiliate      • May Lose Value

*Investment products are offered through People's United Advisors, Inc., a registered investment advisor. People's United Advisors, Inc. is an indirectly held, wholly-owned subsidiary of People's United Bank, N.A.

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