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Retirement Plan Services

To reach our Peoples Security Retirement Plan Services Team, email retirement@psbt.com.

 

Thomas Tulaney II

Thomas P. Tulaney II, AIF®

Vice President
Retirement Plan Services

phone | 570-955-1605
570-969-0242

cell | 570-498-6620

150 North Washington Avenue
Scranton, PA 18503

Tom leads the Peoples Security Retirement Plan Services division. He is responsible for the maintenance and oversight of our current corporate retirement plan clients, as well as the growth and development of new relationships. Tom concentrates his efforts on plan consultation with business owners – determined to deliver guidance on plan design, fiduciary responsibility and employee education.

Beginning his career at Merrill Lynch, Tom became very well-versed in the ever-tightening compliance standards and industry regulations that all advisors are faced with today. Through his experience in practice management, Tom has implemented a defined wealth management process, which focuses on goals-based planning. Tom provides a streamlined planning process for his clients through research-driven investment strategies that directly align with short, intermediate and long-term financial objectives.

Vincent Kubilus

Vincent M. Kubilus III, AIF®

Assistant Vice President
Retirement Plan Advisor

phone | 570-346-7741 x2267
570-969-0242

cell | 570-396-7733

150 North Washington Avenue
Scranton, PA 18503

Vince graduated from Marywood University with a Bachelor's Degree in Business and an MBA in Finance & Investments. He has over 12 years of experience in the financial services industry. He holds FINRA Series, 6,7, 63, & 66 registrations through LPL Financial, and is an Accredited Investment Fiduciary. In addition, he is licensed in Pennsylvania for the sale of Life Insurance. Currently he works with the Retirement Plan Services Team, where he assists in the growth of the corporate retirement plan space, in addition to working directly with individual clients to develop sound investment strategies to pursue their financial goals.

Melissa Kish

Melissa A. Kish

Retirement Plan Services Coordinator

phone | 570-346-7741 x2362
570-969-0242

150 North Washington Avenue
Scranton, PA 18503

Melissa is the Coordinator of the Peoples Security Retirement Plan Services division. She is responsible for handling the day-to-day activities and processes within the department. Melissa communicates directly with clients and plan participants to facilitate requests, striving to deliver an exceptional service experience.

Melissa brings more than 25 years of experience in the financial services industry. She has excelled in providing quality client service at Merrill Lynch, Morgan Stanley Smith Barney, and most recently, Bank of America.

 

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Peoples Security Bank & Trust Company and Peoples Security Retirement Plan Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Peoples Security Retirement Plan Services, and may also be employees of Peoples Security Bank & Trust Company. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Peoples Security Bank & Trust Company or Peoples Security Retirement Plan Services. Securities and insurance offered through LPL or its affiliates are:

Not insured by FDIC or any other government agency

Not Bank guaranteed

Not Bank deposits or obligations

May lose value

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: Pennsylvania and New York.