Thom is the team’s financial planner. He works with clients to identify and articulate their goals and helps provide holistic wealth management. This includes insurance analysis, estate planning strategies, education planning and cash management. Thom is a CERTIFIED FINANCIAL PLANNERTM (CFP®) professional, a designation that demonstrates comprehensive knowledge of financial planning. He entered the financial services industry in 2001 while earning his BBA in finance from Texas A&M University. Prior to Raymond James, he worked with Morgan Stanley, Smith Barney’s Cooper Network and UBS Financial Services, where he met Mike. Thom also holds Series 3, 7, 31, 66 and state insurance licenses.
Raymond James does not provide legal services. Please discuss these matters with the appropriate professional.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.