Capitas Financial
Tom Kingsley started their career as an Estate Planning Specialist at Morgan Stanley in July 1982. Tom held this role until 2013. In April 2013, they joined Capitas Financial as a Senior Vice President, and they continue to hold this position.
Tom Kingsley earned their Bachelor's Degree in Business, Management, Marketing, and Related Support Services from The University of Texas at Arlington. Tom completed their degree in 1980.
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Capitas Financial
Capitas Financial is the premier partner for Financial Advisors, providing insurance solutions for investment, tax, retirement, estate, business and financial life planning needs. Formed in 2001, Capitas Financial was founded on the strength and reputation of its founding members and was created to establish strong and strategic alliances with leading insurance carriers and financial institutions. Capitas offers an unparalleled planning process and selection of life, disability and long-term care insurance products, as well as sophisticated technology and cutting-edge marketing capabilities; all supported by local and dedicated sales management teams. Our experienced local Capitas Point of Sale are supported by a team consisting of Case Designer, Internal Marketer, Case Manager and Licensing and Appointment Professionals. Capitas local Point of Sale are also supported by Capitas’ industry leading and nationally recognized Private Wealth Team. The Capitas Private Wealth Team of “Special Ops” experts enable a wide range of insight and expertise related to Wealth Transfer & Estate Planning, Business Planning & Executive Benefits, High Limit Disability, Underwriting, Private Placement, Sports and Entertainment, International Capabilities and Premium Finance. Website: www.capitasfinancial.com Locations: www.capitasfinancial.com/locations Career Opportunities: www.capitasfinancial.com/careers Contact Us: www.capitasfinancial.com/contact-us Securities offered through The Leaders Group, Inc., Member FINRA/SIPC, 26 W Dry Creek Circle, Suite 800, Littleton CO 80120, (303) 797-9080.