Thomas Duclos
Financial Services Professional & Financial Literacy Advocate

Personal Notes
Hello!
I’m excited to connect with you and share a bit about myself. As a professional with a deep passion for both financial education and information management, I find tremendous joy in helping others navigate the often complex world of personal finance. My background as a New York Life (NYL) Professional and my experience as a state-licensed librarian uniquely position me to combine the best of both worlds—guiding individuals toward smarter financial decisions while providing them with the resources and support they need.
Throughout my career, I’ve always believed in the power of knowledge and the impact that accessible, clear information can have on one’s life. Whether you’re seeking financial literacy or looking for tools to manage your financial future, I’m here to offer guidance, resources, and a listening ear.
I look forward to the opportunity to work with you, whether it’s through helping you with your financial goals or assisting you in finding the information you need. Together, we can create a strong foundation for your financial success and lifelong learning.
Warmly, Thomas.
Bio
Thomas is a highly skilled New York Life (NYL) Professional and a MA state-licensed librarian with a strong commitment to empowering individuals through financial literacy and information management. With a background in both the financial services industry and library sciences, he brings a unique perspective to helping people understand and navigate personal finance. As a dedicated educator, Thomas works to provide clear, actionable advice and resources, helping clients achieve their financial goals and build a secure future. Drawing on years of experience, he strives to make financial education accessible, engaging, and impactful for all audiences. Whether delivering live presentations or offering personalized financial coaching, Thomas is passionate about empowering others with the tools and knowledge they need to make informed financial decisions. Thomas is an NFEC Certified Financial Education Instructor (CFEI).

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