About TAB Wealth Management

Thomas Blunda is the Founder and Managing Partner of TAB Wealth Management. Leveraging over 20 years of investment and wealth planning experience, he delivers comprehensive advice aligned with the complex needs of individuals, families and businesses.

The cornerstone of Tommy’s approach has always been long-term relationships built on a foundation of trust. He enjoys the time he spends with clients, getting to know them on a personal level and listening to how they describe their distinctive goals, priorities and aspirations. By working across the financial spectrum, he helps construct a multifaceted strategy consisting of asset management, liquidity, lending, estate planning and philanthropy – intended to steward assets for generations to come.

Tommy partners collaboratively with all family members, making himself available at any hour of the day to answer questions or alleviate concerns they may have. He taps the best thinking and high conviction ideas from LPL, and a vast array Institutional Research and Portfolio Teams, to ensure that each client is defensively positioned or at the ready for potential growth opportunities.

An overachiever in virtually everything he does, he is dedicated to doing his part when it comes to guiding clients in pursuing the outcomes they envision.

Before joining LPL in 2024, Tommy spent 7 years as an Executive Director with JP Morgan Private Bank in Summit, NJ and more than 15 years in senior investment, credit and research positions at Credit Suisse, most recently as Head of the Exchange Traded Funds Lending Book. Prior to that, he worked at Nomura Securities and KPMG Peat Marwick.

Tommy earned an M.B.A in International Finance from Seton Hall University, where he graduated magnum cum laude. He graduated summa cum laude with a B.S. in Accounting and Economics from Saint Peter’s University. He maintains FINRA Series 3, 7, 24, 55, 63, and 66 exam certifications with LPL Financial.

Tommy resides with his wife Jennifer, and their son and two daughters in Madison, NJ. He is a huge sports fan and enjoys family vacations, time with friends and cheering at his children’s sporting events. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor,

Member FINRA/SIPC