About Us
Tom began his financial services career with Raymond James in 1986 and left in 1990 to open the Northern Trust Securities office in Miami. He found his way back to Raymond James in early 2009. Tom has been a practicing CFP for over 20 years and his educational background includes a BS from the University of Akron, his hometown, and a PhD in Mathematics from Indiana University. Tom and his wife Marie-Ilene are long time residents of Coral Gables. They have a daughter Christina, who is an undergraduate at Duke, and a son Thomas.
Tom has been a tireless and generous supporter of disability issues. He was recognized with the Ronald McDonald House "Twelve Good Men Award" in 2011 for his dedication to these causes. His current and recent memberships include: Founding board member of Autism Speaks, the United Way Tocqueville Society, fellow of Fairchild Tropical Gardens, Humanitarian sponsor of the Red Cross, Easter Seals, Miami Science Museum, Miami-Dade Library Foundation and UM/NSU Center for Autism & Related Disabilities.
Her education background includes a BA from Wheaton College in 1978 and graduation from the Kellogg School of Management at Northwestern University through the National Trust and National Trust Graduate program from 1992-1994.
Outside of work Kimberly is involved in the community with a variety of charitable organizations including fellow of Faircihld Tropical Botanic Garden, Labrador Rescue of South Florida, Spay-Neuter Miami Foundation, the Two Hundred Club of Greater Miami and the Advisory Board of the University of Miami's office of Estate and Gift Planning.
Kimberly and her husband John live in South Miami along with their two rescued Labradors, Indi and Reese. They enjoy gardening, entertaining and outside athletic activities including running and swimming.
At the Whitehurst Advisory Group, Ryan is committed to developing comprehensive financial plans and creating solutions tailored to each client’s unique circumstances.
To develop the most successful plan, Ryan will first work closely with clients to gain a clear understanding of their current situation and lifetime goals. With their specific circumstances and objectives in mind, Ryan can then create a customized financial plan that will assist the clients in reaching their goals.
Once the plan is implemented, Ryan will maintain close contact with his clients over the life of their plan, regularly assessing progress, identifying challenges, and making modifications based on any changes that may arise. Throughout the process, Ryan will remain committed to achieving his clients’ goals in a productive, efficient and accessible manner.
Ryan resides in Coral Gables and is involved in local groups such as the Vizcayans, The Barnacle Society, and Fairchild Palms. For hobbies, he enjoys golfing and saltwater fishing.
About Raymond James
Raymond James is one of the largest independent financial services firms in the United States. Since its beginning in 1962, it has always been a different kind of company – embracing long-term planning and methodical decision-making while staying uncompromisingly client focused. When other firms were simply buying and selling stocks or mutual funds, Raymond James focused on financial planning to help individuals reach their goals. It was the first firm to pioneer that concept – and today it supports its advisors with access to a full range of comprehensive resources, helping them to do the same.
- More than 5,400 financial advisors
- 2 million client accounts
- 2,400 locations (United States, Canada and abroad)
- $268 billion in client assets
- $35 billion managed by its subsidiary asset managers
Raymond James Financial was recently named the best full-service broker in the 2011 SmartMoney annual broker survey for the third time in four years – ranking above Edward Jones, Wells Fargo, UBS, Merrill Lynch and Morgan Stanley Smith Barney.
For more information, visit raymondjames.com.
SmartMoney does not endorse any product or service of Raymond James. The survey criteria included performance of recommended stocks, customer satisfaction, and user-friendliness of account statements and websites. Past performance may not be indicative of future results. Please note that fees and charges will reduce an investor’s return.
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