Tom Alessi is an experienced financial professional currently serving as an Investment Advisor Representative at The Moody Street Group, LLC since January 2018 and as President at Westwood Wealth Advisors since February 2014. With a focus on client-centric financial planning, Tom emphasizes understanding individual circumstances and goals to develop tailored strategies. Previous roles include Financial Consultant at CCO Investment Services and Qualified Plan Specialist at AXA Advisors, where Tom dedicated over 12 years guiding individuals and small business owners through financial decisions. Earlier career experience encompasses positions as an Account Executive at Cost Management Corp and in International Marketing at National Amusements. Tom holds a Bachelor of Arts degree in Communication from Massachusetts College of Liberal Arts and is a graduate of Needham High School.
Sign up to view 0 direct reports
Get started
This person is not in any teams