About Meadowbrook

Tom Margaritondo brings both heart and expertise to his work as a wealth advisor. Passionate about helping others, he builds trusted relationships based on a deep commitment to clients’ well-being. He takes great pride in seeing his clients succeed at the plans they create together.

With a strong belief in collaboration, Tom often works closely with his clients’ accountants, attorneys, and other trusted professionals to help create financial strategies that are aligned and comprehensive. Tom uses his advanced knowledge in financial planning to provide personalized guidance about investments, retirement, tax strategies, insurance, and estate planning.

Prior to Meadowbrook Advisors, Tom rejoined The Auerbach Group at RBC Wealth Management, where he had originally started his career. In between, he spent five years at UBS Financial Services.

Tom holds a master’s certificate from The College for Financial Planning and a bachelor’s degree in finance from Rutgers University in New Brunswick. He is also a CERTIFIED FINANCIAL PLANNER^® professional.

Get to Know Tom

Who is someone you admire, and why?
My dad is my hero. He has an incredible work ethic, strong family bonds, and he’s always there when someone needs him.

What’s your favorite book?
The Tipping Point by Malcolm Gladwell.

Favorite words to live by?
“The two most important days in your life are the day you are born and the day you find out why.” —Mark Twain

Little-known fact?
I’m a big gearhead with a serious love for cars.

Happiest doing, outside work?
Spending time with my family and friends or working on cars!