Thomas Taplin
Financial Assistant
- Role
- Financial Assistant at United Financial Services, Inc
- Location
- Syracuse, NY, US
- LinkedIn followers
- 500 followers
About Thomas Taplin
Georgetown College graduate with a background in Communication and Media Studies, leveraging a dynamic career in wealth management and financial literacy training. At KeyBank, managed 80+ high-net-worth client relationships, providing strategic financial guidance in investments, lending, and retirement planning. Collaborated across business lines to deliver integrated solutions such as mortgage planning and small business services. Dedicated to fostering client trust through empathy-driven relationship building and personalized financial education. As a collegiate baseball player, developed the discipline, adaptability, and leadership that now drive success in client-facing roles. Designed tailored investment strategies while enhancing financial literacy through proactive discussions on portfolio construction and risk management. Passionate about aligning financial outcomes with client goals, supported by a commitment to transparency and precision.
Experience
Financial Assistant
United Financial Services, Inc
Dec 2025 — Present · Liverpool, NY, US
Education
Georgetown College
Bachelor of Science, Communication and Media Studies
University at Buffalo
Bachelor's degree, Communication
2014 — 2016
Georgetown College
Bachelor's degree, Communication and Media Studies
2017 — 2020
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