Thomas Hake
Thomas J. Hake, Master of Finance Investment Management Consultant, RJFS National Co-Chair, Raymond James Pride Financial Advisors Network

With over 30 years of financial services experience, Tom learned the business at a very early age. In fact, to encourage him into the business, Tom’s parents taught him the alphabet by teaching him to alphabetize mutual fund statements for his financial advisor father, Joseph Hake. By the time Tom started middle school math and science classes, Tom could calculate complex investment rate of return calculations for his father’s clients, setting him up for a lifetime of straight A’s in math and a successful career as a financial advisor.

In 2019, Tom was particularly proud when Raymond James appointed him as the National Co-Chair for the Raymond James Pride Financial Advisors Network. As founder of this inclusion network, Tom leads Raymond James in support of clients, financial advisors, and allies who identify within and serve the LGBTQ+ community.

Tom has been recognized for his leadership and commitment to the LGBTQ+ community by many organizations. Amongst the prestigious awards Tom has received include the 2021 Tampa Bay Business Journal Business of Pride OUTstanding Voice recognition, the 2019 InvestmentNews See It Be It Role Model, for Excellence in Diversity & Inclusion, and the 2021 Raymond James “Beacon” award. Tom is most proud of this award as this recognition is given to a select few leaders of Raymond James Advisor Inclusion Networks.

Tom spends his time in both St. Petersburg, Florida, and St. Louis, Missouri, where he and his husband Paul enjoy watching Florida sunsets, spotting white pelicans, and watching for dolphins from their bayou-facing lanai. Tom enjoys any chance to travel, visiting clients, family, and friends throughout the country, especially if they want to meet at Walt Disney World.

Education

Saint Louis University, Master of Finance

Saint Louis University, BSBA Finance

Saint Louis Priory High School

Leadership St. Louis Program Graduate

Raymond James Recognition and Service

Beacon Award 2021 1

National Co-Chair, Pride Financial Advisors Network

Institute of Management Consulting, 2018 7

Marketing Advisory Council, 2018 to 2021 5

Practice Management Award, 2016, 2018 & 2020 6

Community and Industry Recognition

Fast Growing Advisors to Watch 2022, AdvisorHub 9

Top 100 Gamechangers 2022, LGBT Great 8

Business of Pride Voice Award 2021, Tampa Bay Business Journal 2

Luminaries Award 2021, ThinkAdvisor 3

See It, Be It Role Model 2019, InvestmentNews 4

Charitable, Civic and Community Outreach

Plus Projec+, Tampa Bay, Advisory Council Member

Tampa Bay LGBT Chamber of Commerce, Member

St. Louis LGBTQ Chamber of Commerce, Member

LGBTQ+ Certified Owned Business Enterprise - LGBTBE® 10

1 - PFAN (Pride Financial Advisors Network) Beacon Award: The 2021 Pride Financial Advisors Network Beacon Award is an internal recognition given to an associate or financial advisor who has demonstrated leadership or support of the Pride Financial Advisors Network and the LGBTQ+ financial advisor community. Submission requests go out to the Members of the Pride Financial Advisors Network (PFAN), the individuals with the most votes get reviewed by the PFAN Advisory Council
Members and they choose the award finalist. In 2021, 3 advisors were nominated, and 1 advisor was chosen as the finalist. The recognition is not representative of any client's experience, is not an endorsement by Raymond James, and is not indicative of advisor's future performance. No fee is paid in exchange for this recognition.
2 - 2021 Tampa Bay Business Journal Business of Pride – Voice: Submissions were reviewed the Tampa Bay Business Journal Editorial Board based on each nominee's ability to made a positive impact on the LGBTQ+ community in the past year. All winners must be from one of the following counties: Hernando, Hillsborough, Manatee, Pasco, Pinellas, Polk or Sarasota. Out of more than 100 nominations, 13 were selected. Investor experience and/or returns were not considered for this selection. This ranking is not based in anyway on the individual's abilities in regards to providing investment advice or management. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this recognition. Raymond James is not affiliated with Tampa Bay Business Journal.
3 - The ThinkAdvisor Luminaries awards aim to celebrate the achievements of advisors, industry executives, teams, RIAs, broker-dealers, asset managers and other firms by showcasing their achievements in four key areas, including Diversity & Inclusion, Thought Leadership, Executive Leadership and Dealmaking/Growth. Members of the Class of 2021 LUMINARIES were selected by a diverse panel of judges from across the advice industry, and the ThinkAdvisor editorial team. Out of several hundred participants and nominations, the winners represent individuals, companies and executives from 150 firms. For the Diversity and Inclusion award, ideal candidates have put into practice innovative, internal diversity practices, and are uniting their own companies and the industry around diversity and inclusion goals. At the same time, these nominees relentlessly pursue gender and racial equality and cultivate change. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of advisor's future performance. Neither Raymond James nor any of its Financial Advisers pay a fee in exchange for this award/rating. ThinkAdvisor and ALM Media Properties, LLC are not affiliated with Raymond James. Visit https://www.thinkadvisor.com/2021/08/16/meet-the-luminaries-class-of-2021/ for a list of award winners.
4 - Nominees for the See it Be it Role Models Award must currently be working as financial planners, registered representatives or registered investment advisers, or as industry professionals in a role that supports financial advisers. Judges will consider demonstrations of leadership, business achievements and examples of being a role model or inspiring others from diverse backgrounds to succeed in the financial advice profession. InvestmentNews received 160 nominations and selected 13 individuals for the See it Be It Role Model award. Each role model has at least 10 years of experience in the industry. The ranking may not be representative of any one client's experience is not an endorsement and is not indicative of future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating nor is Raymond James affiliated with InvestmentNews.
5 - Members of the Corporate Marketing Advisory Council are comprised of advisors who provide insight and feedback relating to marketing services and support. This is reviewed annually.
6 - This is an internal award given to advisors/teams for their practices and events to enhance client experience and impact business growth. Submission to the award can be made by the branch annually.
7 - The Investment Management Consultant designation is awarded to those who complete the Raymond James Institute of Investment Management Consulting program.
8 - The Top 100 Gamechangers award recognizes 100 inspiring people who are helping to change the game for LGBT+ diversity, equity and inclusion (DE&I) across the global financial services industry. Nominations are open to the public and are then selected by the LGBT Great Committee based upon a score with a rating framework based on demonstrating a consistent involvement in diversity, equity and inclusion work, evidence their notable contributions and achievements, and demonstrate how they have inspired others. In 2022, 149 people were nominated, and 100 people chosen. This ranking is not based in anyway on the individual's abilities in regards to providing investment advice or management. This ranking is not based in anyway on the individual's abilities in regards to providing investment advice or management. Raymond James is not affiliated with LBGT Great or CITI Bank.
9 - The 2022 AdvisorHub 100 Fast Growing Advisors to Watch ranking is as of 6/23/2022 and based on an algorithm of criteria, focused on three key areas: Scope of practice as measured by assets, production and level of service, Year-OverYear Growth, and Professionalism & Character. The rankings weigh the scores in Scope of Practice and Growth more heavily than other areas. Advisors considered have a minimum of seven years’ experience, a compliance record with no more than 3 complaints, and must have been with their current firm since 1/1/2020. Out of approximately 560 total nominations received, 200 advisors received the award. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with AdvisorHub.
10 – Certified by the National Gay & Lesbian Chamber of Commerce, the LGBTBE® certification is open to businesses in good standing that are at least 51% owned, managed, and controlled by an LGBTQ+ individual or group of individuals.
These rankings or awards may not be representative of any one client's experience, are not an endorsement, and are not indicative of an advisor’s future performance. No fee is paid in exchange for this award/rating. These rankings or awards are not based in anyway on the individual's abilities in regard to providing investment advice or management. Raymond James is not affiliated with any listed outside organizations.