Headshot image of Thomas Stedman, CFP®, EA

Thomas Stedman, CFP®, EA

Financial Consultant

Thomas Stedman is a Financial Consultant at Manning & Napier, serving individuals, families, and institutions across the Central New York region.

As a Financial Consultant, Tom is responsible for coordinating all aspects of client relationships, including both investment-specific discussions and comprehensive financial planning. He works closely with clients to understand their unique goals, values, and circumstances, and then crafts tailored strategies to help them achieve long-term financial success. His approach emphasizes clarity, collaboration, and adaptability, ensuring that each plan evolves with our client's financial goals and market conditions.

Since rejoining Manning & Napier in 2019, Tom held roles in our Advisory Services group before starting in his current position. This breadth of experience has given him a deep understanding of the financial planning process throughout the entire client journey. He prides himself on helping clients identify their objectives and creating a customized plan to ensure those goals are met.

Outside of work, he enjoys spending time with his two young children. Whether it's weekend outings or quiet moments at home, family time is his greatest source of joy and balance.

Tom earned his BA in Economics from the University of Notre Dame. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®), an Enrolled Agent,  and maintains Series 6, 7, and 63 licenses.

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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

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