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Thomas F

Series 63, Series 65

McCall, ID

UBS Financial Services

Thomas Flanagan is a financial advisor with UBS Financial Services in McCall, Idaho, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with UBS since 1988. Outside of his advisory work, he serves on the board of the Donald and Coeta Barker Foundation and acts as treasurer for Big Brothers Big Sisters of the Desert. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm offers a range of offerings including fee-based financial planning, discretionary portfolio management, and distribution of mutual funds and alternative products.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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