Who is Tom Noonan?

Thomas Noonan owns and operates a Investment Advisory firm. He has been employed in the investment industry for more than 40 years. His professional history includes over a decade with Oppenheimer & Co. where he was a Senior Vice President, prior to owning and operating Union Financial Corp., a FINRA regulated Broker/Dealer, for almost 20 years.

Tom previously served as a Committee Member of the Pacific Stock Exchange. He also acted as a Consultant for the Joint Labor Management Committee for the Retail Food Industry.

Since 1995, Tom has been a regular Speaker for the International Foundation of Employee Benefit Plans (IFEBP), a nonprofit organization dedicated to providing financial literacy education and information, with more than 34,000 members. Tom has presented at over 30 of their educational conferences throughout the United States. Tom was recently appointed to the Investments Committee at the IFEBP for 2014.

Since the early 1970s, Tom has been a regular guest and host of multiple radio and television programs and has been featured or quoted in numerous publications, including Money Magazine. He was also named "one of South Florida's most respected brokers" by the Ft. Lauderdale Sun-Sentinel newspaper.

Tom served as a First Lieutenant in the United States Army from 1966-1968.


Why Tom Noonan?

You want a 40 year veteran of the investment industry to explain what has happened in the investment world and where we are likely headed in the future.

Tom can vary the presentation to fit the investment experience of the audience.




Presentation Referrals

Bond Bebee

Certified Public Accountants

Washington, DC
Bethesda, MD

Contact: David Dorsey
dorsey@bbcpa.com

Legacy Profesionals, LLP

Certified Public Accountants

Chicago, IL

Contact: Eileen Brassil
ebrassil@legacycpas.com

Speaker Evaluations

Tom Recently Spoke at the IFEBP Conference at Disney Yacht Club in Orlando on February 19, 2014. Here are his Speaker Evaluations.

  • This class was a great idea/great session. (6)
  • Great delivery style. (4)
  • Very good speaker. (14)
  • Very clear speaker.
  • Very interesting. (4)
  • Very engaging. (5)
  • Best speaker at conference. (7)
  • Please keep Mr. Noonan coming back. (5)
  • Could be the keynote speaker.
  • Very knowledgeable
  • Great job. (2)
  • Learned a lot of the history of investing. (4)
  • Very informative. (2)
  • Good examples.
  • Good summary – historical data always good to coach trustees on the trends looking ahead.
  • Great explanations of investment strategies, derivatives and how interest rates affect certain industries.