Prior to joining Raymond James & Associates as First Vice President, Investments in November 2007, Tom began his career as an institutional sales representative in the Municipal Bond Department of a Houston-based firm and later moved to the retail side of the securities business to pursue his interest in assisting individual investors. He served as a branch office manager at Eppler, Guerin & Turner from 1987 to 1995 and was named Manager of the Year in 1992. Tom has earned the professional designation, Certified Estate Planner and also the Investment Management Consultant designation upon completion of course work and examination at the Raymond James Institute of Investment Management Consulting.

Tom is conservative in his investment approach and believes strongly that true investing is a long-term process and not just a series of unrelated transactions. He helps clients develop a comprehensive investment plan, assists them in the implementation of the plan and schedules regular meetings to review the plan and the investments. Tom also believes strongly that every client should have a  tailored estate plan designed to preserve, protect and pass on their wealth in the most efficient manner and one that permits each client to control their estate during their lifetime, even  if they should become incapacitated. He works closely with the client's legal and tax professionals to accomplish this goal.

Tom is a 1974 graduate of Wake Forest University where he received his Bachelor of Science degree in business. He has been married for 33 years and he and his wife, Kitty, have three sons. Tom is an active member of Chapelwood United Methodist Church and the Rotary Club of Houston, where he currently serves as Chairman of the Jesse H. Jones Rotary House International committee.

In August 2009, Tom marked 30 years in the securities industry and holds the following designations and licenses:

Designations:           Certified Estate Planner (CEP) 
                               Investment Management Consultant (IMC)
                               Wealth Management Specialist (WMS)
Licenses:
FINRA Series 7:     General Securities Representative
FINRA Series 8:     General Securities Sales Supervisor 
FINRA Series 52:   Municipal Securities Representative
FINRA Series 63:   Uniform Securities Agent State Law Exam
FINRA Series 65:   Uniform Investment Advisor Law Exam
Group I:                  Life and Health Insurance, Fixed and Variable Annuities

Angela joined Raymond James in 2008 and has more than 24 years experience in the securities industry. She began her career in 1985 with a Houston-based firm as a Sales Assistant and later transitioned into the operations area, serving for 8 years as Cashier. In 1995, Angela became the Head Cashier/Assistant Operations Manager at another brokerage firm in Houston.

Angela has been married for 15 years and she and her husband, Hank, have three children. Angela attended Blinn College and is active in the Girl Scouts.