Thomas J. Multerer
CA Insurance Lic. #OF61256
Thomas Multerer is a Financial Advisor who focuses on the needs of business owners and executive leadership. Tom has significant experience with Institutional Nonqualified Deferred Compensation as well as Qualified Plan Design and Estate Maximization Techniques.
Prior to joining Panorama Institutional Solutions, Tom worked as a Financial Advisor since 1987 both as a Registered Representative and as a District Manager with his current broker-dealer, Equitable Advisors. Tom started his own office in June of 2005, TJM Integrated Wealth Management, LLC. In 2010 Tom partnered with Corporate and Endowment Solution group based in Springfield, IL to offer institutional strategies to qualified high net worth business owners, executives, and professionals. In 2020 the entity was sold, prompting Tom’s research and ultimate selection to join TJM Integrated Wealth Management, LLC. with Panorama Institutional Solutions, and consolidate.
Tom holds a BA in Business Administration from Marquette University.