Gateway Financial Partners

Thomas Shupe, Jr.

LPL Financial Advisor in Maine

Thomas Shupe, Jr.

LPL Financial Advisor in Maine

Education
  • BA in Business Management
    • Eckerd College St. Petersburg Florida
Most Proud of / Awards / Recognitions
  • His three children
  • Time spent coaching youth hockey
  • His experience coaching and mentoring people in business and in life.
Areas of Focus
  • Wealth Management
  • Retirement Income Generation
  • Holistic Financial Planning
  • Wealth Preservation Strategies
Licenses and Registrations
  • FINRA Series-7 held with LPL Financial ©
  • FINRA Series-66 held with LPL Financial ©
  • FINRA Series-24 held with LPL Financial ©
  • CT Life, Accident and Health Insurance License

Social Media

Gallery

Contact Information

Gateway Financial Partners
46 First Park Drive, Ste B
Oakland, ME 04963
207.707.4505
Fax: 207.705.5979
tshupe@mygfpartner.com

LIFE PHILOSOPHY

Attitude and effort are the keys to success in life and business. Be certain to live life without overthinking the details too much. Keep life simply focused on family, freedom, and fitness- both from physical and financial standpoint.

“I think that we have opportunities all around us-sometimes we just don’t recognize them.”
-Lou Holtz

Experience

With nearly 30 years in the financial service industry, Tom is excited to share his knowledge and establish new relationships with individuals and businesses in Waterville, Maine. Tom offers a personalized perspective on what it takes for individuals, families, and businesses to pursue their financial, wealth preservation, and retirement goals.

Tom’s extensive knowledge and experience as a financial advisor stems from his time at
The Prudential Insurance Company, Dean Witter Reynolds Inc., and Franklin Templeton
Investments. It is from his time at these companies that he was able to learn how clients
preferred to be treated and invested for their financial futures.

Tom’s three goals for clients are:

1. To enjoy the best client experience, they have ever had.
2. To understand what they have in their wealth and financial plans and
what it will do for them.
3. To live life without unnecessarily worrying about their finances in retirement.

Originally born and raised in Buffalo, NY Tom moved to New England in 2010, where his
heart has always been. His wife of 25 years, Lisa, enjoy spending time together
watching their teenage son, Zach play competitive hockey. Hockey has always been a
passion of Tom’s as he also played and coached. Tom, along with Lisa, Zach, and his
two daughters, Ashleigh and Lindsey, enjoy all aspects of New England life including
skiing, being on the water, and exercising. The outdoor life is one they all embrace 

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