Thomas G. Poole

Tom joined Raymond James in 1996 and has over 35 years of experience in the banking and brokerage industries. Prior to joining Raymond James, he held several retail and commercial banking positions, including senior executive-level positions in a number of Connecticut community banks. From 1996 to 2000, he served as the branch manager of Liberty Bank’s investment program. During his tenure at Liberty Bank, Tom was a Raymond James Leaders Council member for three years, a recognition earned by the top performing investment program managers. Tom has an accounting degree and a Master of Science in financial planning from Bentley University and an MBA from the University of New Haven. He has been a Certified Financial Planner™ professional since 1989 and holds the Series 7, 24, 53, 63 and 65 licenses.