Thomas Schulte is the Financial Planning Assistant for the U.S. Wealth Management, Napolitano Team and is based in the firm’s home office in Braintree, MA. Thomas assists in the financial planning services for clients of the Napolitano Team. He helps to maintain, monitor, and document the financial planning process and ensures that clients receive the comprehensive and pro-active financial planning experience they deserve.
Thomas previously worked in the wealth management department of a New York City Insurance firm where he assisted in operations and analysis of client portfolios. Most recently, he worked at VMTurbo, a Boston based software company. He is a graduate of Marist College with a Bachelor of Science in Business Administration with an emphasis in Marketing as well as a Minor in Economics.
Tom currently resides in Boston and enjoys playing golf and spending time with his wheaten terrier, Charlie.