Thomas Bayer, The Haverford Trust Company

Thomas Bayer, Jr., CFP®, MT

Wealth Planner

Mr. Thomas Bayer, Jr. joined Haverford in 2023. As a Wealth Planner, Tom works with clients and their Portfolio Managers in building customized financial plans based on the clients’ financial situations and goals.

Contact Information

610.293.7220

Certifications & Education

M.S., Villanova University

B.B.A., Temple University

CERTIFIED FINANCIAL PLANNER™ Professional

Previous Experience

Associate
Goldman Sachs Financial Management

Analyst & Relationship Manager
United Capital Financial Advisers

Financial Services Professional
MassMutual