Thomas D Lenci Jr, CLU®, ChFC®
Financial Advisor


Lenci Associates

Professional

Professional History

Tom founded Lenci Associates 42 years ago after graduating with a Finance degree from University of Vermont.  Initially, Tom helped individuals protect themselves, and their businesses, from risks of dying too soon, becoming disabled, or incurring medical costs.  Tom developed in depth knowledge and appreciation for properly designed and customized financial solutions.   During the 80’s and 90’s the focus grew to helping successful individuals and businesses with their estate planning and executive compensation programs.  Over the years Tom has worked with numerous major US corporations such as AvalonBay, Coca-Cola, Duracell, GE , Merrill Lynch, Nestle Waters, Pitney Bowes, Schwans, Siemens, RBS, Terex, Webster Financial and others.  For the last decade, Tom’s practice has evolved into a full service financial planning  firm.  Building a quality team of credentialed professionals has enabled the firm to broaden its knowledge and experience with resources that create superior client services. Most rewarding to Tom is the long-term relationships with clients and watching his clients realize their dreams.

Education and Professional Memberships

  • Chartered Financial Consultant (ChFC®)
  • Chartered Life Underwriter (CLU®)
  • University of Vermont -  BA in Finance
     
  • Million Dollar Round Table (MDRT) - 39 years; Qualifying/Life Member (1985-2019)
  • Top of the Table - (28 Years)
  • National Association of Insurance and Financial Advisors (NAIFA)
  • Advanced Association of Life Underwriters (AALU)
  • National Association of Life Underwriters (NALU)
  • NALU Government Relations Delegation
  • Licenses: Securities Series 6, 7, and 63; Life and Health
  • Industry Speaker and panel expert on various aspects of financial planning

Personal

Community Involvement has included:

  • Bridgeport Hospital Board Member (Yale New Haven Health System)
  • YMCA Board
  • Fairfield Community Foundation Board
  • Fairfield Beach Club Council
  • American Heart Association Board
  • CARE Board
  • Church Leadership roles
  • Soccer Coach

Personally, Tom enjoys competing in numerous sports primarily Paddle Tennis, Soccer, Skiing, Sailing, Golf, and Tennis.  Friends note his four losses to Ivan Lendl and one to Rod Laver, but fortunate enough to have participated in US Senior Davis Cup matches.  Tom and his wife Susan have been married for 40 years.  Susan works as a school counselor at New Canaan High School.  They reside in Black Rock, CT and have three (3) married daughters, and three (3) grandchildren.

Years of Experience

Representing Northwestern Mutual since 1976.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck