Tom Neroni is the Head of Advisor Integrations and Operations, leading the effort to ensure a smooth and successful transition for advisors joining Sequoia. His primary focus is on creating a structured learning environment that empowers advisors with the knowledge and tools they need to continue delivering an exceptional client experience. Tom understands that clients gauge the success of an integration based on their interactions with their advisor team, and he works diligently to instill confidence in both clients and advisors throughout the process.

With a deep commitment to personalized engagement, Tom takes the time to get to know each new team member, identifying their unique strengths and ensuring they are positioned to do the work they enjoy most. He recognizes that fear of the unknown can be one of the biggest challenges in any integration and actively works to mitigate uncertainty through transparency, clear expectations, and ongoing education.

Tom’s approach is centered around planning and over-communication, ensuring that advisors feel supported every step of the way. He firmly believes that an exceptional client experience starts with an exceptional advisor experience, making his role a vital part of Sequoia’s successful M&A integrations.