J. Thomas Hoffman, CLU, ChFC
Investment Advisor Representative
J. Thomas Hoffman, CLU, ChFC is a financial professional in the Baltimore, Maryland metro area specializing in life insurance and retirement planning. Tom has decades of experience in the financial services industry, where he focuses on helping his clients develop and implement their own financial strategies.
Tom is a graduate of Loyola High School and Loyola University, with a Bachelor of Arts Degree. Tom continued his education at Towson State University.
In 1997, Tom joined the Towson Agency which then became Mid-Atlantic Wealth Advisors, LLC in 2017. As a part of his own succession and retirement plan, Tom aligned his practice with associate S. Andrew Smith in 2012. Together they work with clients who share in their philosophy of creating long-term relationships.
- American SubContractors Association
- Board Member
- Membership Chairman
- Building Congress & Exchange
- Board Member
- National Association of Insurance & Financial Advisors
- National Association of Chartered Life Underwriters
- Society of Financial Planning Professionals
- Baltimore Estate Planning Council
Tom currently resides in Parkton, MD with his wife Carol of 44 years, where he enjoy spending time with his 3 grandsons, golfing and fishing.
Tom is licensed to sell Securities in the following states: AK, AZ, DE, FL, GA, HI, LA, MD, NC, PA, SC, VA, WVA
Tom is licensed to sell Insurance Products in the following states: MD, VA
Chartered Life Underwriter (CLU), and Chartered Financial Consultant (ChFC)
FINRA SERIES 1, 7, 63, & 65 Professionally Licensed
Life and Health Insurance Licensed