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New York, NY

Address
132 West 31st Street, First Floor, New York, NY 10001
Fax
(703) 738-2259
Hours of Operation
Today - -
New York
New York
Features
Accessibility
  • Wheelchair accessible elevator
  • Wheelchair accessible entrance
  • Wheelchair accessible restroom
Amenities
  • Restroom
Health & safety
  • Appointment required
  • Mask required
  • Staff get temperature checks
  • Staff required to disinfect surfaces between visits
  • Staff wear masks
  • Temperature check required
Planning
  • LGBTQ friendly
Service options
  • Online appointments
  • Onsite Services
  • Covid-19: Check our service and safety guidelines
    As we continue to respond to the impact of COVID-19, the safety and well-being of SEIA employees and clients are of the highest importance. We have instituted the following policies for all SEIA offices and continue to rely on guidance from state and local authorities and the CDC to navigate the ongoing pandemic.
    Protect Yourself and Others from COVID-19
    • Stay home if you are sick with a cough, shortness of breath, difficulty breathing, fever or chills or if you are currently under quarantine or isolation.
    • Stay 6 feet away from other customers and staff as much as possible.
    • Wear a face covering over your nose and mouth while you are here.
    • Clean your hands with soap and water or hand sanitizer after contact with frequently touched surfaces.
    Download Our Policy
New York, NY TEAM
Thomas C. West
CLU®, ChFC®, AIF®
Senior Partner
Thomas C. West

Thomas C. West

CLU®, ChFC®, AIF®
Senior Partner
Contact
Thomas C. West, CLU®, ChFC®, AIF® is a Senior Partner in SEIA's Virginia office. Tom has a robust wealth management practice that emphasizes cash flow in all stages of retirement with an emphasis on planning and asset management for families facing the challenge of health-related dependency due to disability, illness, or death. Tom also has significant experience in issues related to suitable and ethical financial strategies pertaining to incapacitated seniors.

Tom has been in the investment management and insurance business for over 25 years and was honored as a 2017 Signator/John Hancock Hall of Fame inductee*. Tom has been interviewed by periodicals such as the Wall Street Journal, Washington Post, Investment News, and New York Times which profiled his practice in 2013. He has also been published multiple times in peer-reviewed professional journals on best wealth management practices involving seniors facing health-related dependency. Tom is the creator of Lifecare Affordability Plan® a proprietary healthcare and financial planning offering from SEIA. Tom regularly educates financial professionals, attorneys, tax professionals, and geriatric care managers on the most appropriate financial planning techniques for families facing long-term care decisions.

Tom's community service in aging services has stretched for decades as well. Tom currently serves on the board of the Jewish Council for the Aging and is the Vice-Chair of the Board of Goodwin House Inc. He previously served in leadership positions on the boards of Insight Memory Care Center and the National Capital Alzheimer's Association. Tom lives in Falls Church, Virginia, along with his spouse.

Tom received his Bachelor of Arts degree in Foreign Affairs from the University of Virginia in 1992. Additionally, in 1994, he received both a Master of Business Administration, Finance, and Master of Public and International Affairs from the University of Pittsburgh. Tom earned a Chartered Financial Consultant® (ChFC®) certification from The American College in 2000. He has been a Chartered Life Underwriter® (CLU®) since 2002. In 2011, Tom earned the Accredited Investment Fiduciary® (AIF®) professional designation from Fiduciary360, receiving formal training in investment fiduciary responsibility. He is also a licensed insurance agent (VA Ins. License #575925).

*The Hall of Fame was an elite group of financial representatives of former broker-dealer Signator Investors, Inc. and the John Hancock family of companies. To be included in the HOF, inductees need to qualify for the Achieving Client Excellence award 15 times. The ACE award is granted to the top 250 advisors each year based on total weighted premium from the sale of both proprietary and non-proprietary protection and wealth products. No other factors are considered. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.
Glenn McGregor
CFP®, AIF®
Advisor
Glenn McGregor

Glenn McGregor

CFP®, AIF®
Advisor
Contact
Glenn McGregor, CFP®, AIF® is an Advisor in SEIA's Virginia office and works with Tom West in the practice's Financial Planning and Investment Management services. Glenn is dedicated to engaging in a comprehensive financial planning process to help clients grow, retain and distribute their wealth according to their goals.

Glenn has over 15 years of experience in financial planning and investment management. Before joining SEIA, Glenn was a Senior Wealth Manager at USAA where he managed the client relationships of the organization's DC area executives, board members, and high-profile members. Glenn lives in Fairfax, Virginia with his wife and two daughters. Outside of work, Glenn enjoys football, soccer, travel, and the Boston Red Sox

Glenn graduated from The George Washington University in 1994 with a Bachelor of Arts in Latin American Studies and Archaeology. Glenn earned his CERTIFIED FINANCIAL PLANNER™ (CFP®) certification in 2009, after completing the professional education program through the Certified Financial Planner Board of Standards, Inc. He holds the Series 7, Series 66, and Life & Health Insurance licenses (VA Ins. License #570814). Glenn earned the Accredited Investment Fiduciary®(AIF®) professional designation from Fiduciary360, receiving formal training in investment fiduciary responsibility.
Robert Papa
CFP®, RICP®, AIF®
Advisor
Robert Papa

Robert Papa

CFP®, RICP®, AIF®
Advisor
Contact
Robert Papa, CFP®, RICP®, AIF® is an Advisor in SEIA's Virginia office and works with Tom West in the practice's Financial Planning and Investment Management services. He has extensive experience in cash flow management, retirement planning, budgeting, and sophisticated portfolio analysis. Robert works with clients to develop investment strategies and financial plans that are truly tailored to their specific needs.

Robert is passionate about developing long-term client relationships and directing his clients to solid, strategic, financial, and investment options, enabling them to meet their current and future goals. He believes that financial guidance starts by getting a complete understanding of a client's situation now and planning for their ideal future. But just as importantly, Robert explains what to expect in the future and how best to prepare and cope when it happens. He takes pride in having real conversations about future possible outcomes for his clients and their families.

Robert has worked in the investment and financial planning industry for over 25 years, including 11 years with Charles Schwab as a Vice President, Financial Consultant. Robert currently resides in Silver Spring, Maryland along with his wife, son, and energetic dog. When not spending time with his family, he enjoys traveling, playing tennis, and cheering on all the DC-area sports teams.

Robert received his Bachelor of Business Administration degree in Finance and Bachelor of Arts degree in Economics from Southern Methodist University in 1995. In addition to having his Series 7, Series 63, Series 65, and Life & Health Insurance licenses, he earned his CERTIFIED FINANCIAL PLANNER™ (CFP®) certification in 2014, after completing the certification education program at The American College of Financial Services®. In 2019, Robert earned the Accredited Investment Fiduciary® (AIF&®) professional designation from Fiduciary360, receiving formal training in investment fiduciary responsibility, and has been a Retirement Income Certified Professional®(RICP®) since 2016. He is also a licensed insurance agent (MD Ins. License #168802).
Levene LeBlanc
Associate Advisor
Levene LeBlanc

Levene LeBlanc


Associate Advisor
Contact
Levene LeBlanc is an Associate Advisor in SEIA's Virginia office and works with Tom West in the practice's Financial Planning and Investment Management services. She assists with financial planning, client experience, and portfolio management.

Previously, Levene worked at Morgan Stanley as an associate financial advisor and at Stone Street Capital as an account executive. Her volunteer experiences include teaching English, grant writing, and educational outreach at the Bradley Free Clinic and the Japan-America Society of Washington, DC. Levene lives in Maryland.

Levene received her Bachelor of Arts degree in Psychology from Hollins University in 2017. Levene holds securities licenses 7 and 66. She is currently studying for her CERTIFIED FINANCIAL PLANNER™ (CFP®) certification after completing the certification education program at The American College of Financial Services®. Levene is also working toward her Accredited Investment Fiduciary® (AIF®) professional designation from Fiduciary360.
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OTHER NEARBY LOCATIONS
Tysons, VA
Tysons, VA
1650 Tysons Boulevard, Suite 1575, Tysons, VA 22102