Tom Occhipinti

Investment Officer/ Plan Manager 401(k) Retirement

Before joining NAAF, Tom worked as a Wealth Advisor Associate at Morgan Stanley, attaining his FINRA Series 7 License and NASAA Series 66 License. During this time, he became a financial literacy tutor through the Junior Achievement of Northeastern Pennsylvania and was an active volunteer in his community.

Prior to Morgan Stanley, Tom was a full-time student at Oklahoma State University. By the time he graduated in May 2018 with a B.S. in Business Administration, Tom had served in various leadership positions from Ambassador to Senator, and eventually being elected President of the Spears School of Business Student Council. He also served on the board of the inaugural Spears Mentor-Protégé program and co-founded a personal finance course for students.

In his free time, Tom enjoys playing sports and visiting with friends and family.