Tom Small Bio Image
Thomas P. Small, CPFA®, AIF® Investment Portfolio Specialist 845-512-1121

I am fascinated by the financial markets and feel particularly fulfilled by helping our clients navigate complex financial issues. The fast-paced and competitive industry was a natural fit for me and keeps me driven every day to help our clients improve their financial lives.

Tom supports our institutional business, helping clients with their 401(k) plans, pension plans, trusts, foundations and endowments. He conducts investment analysis, prepares investment policy statements, and creates strategies for offering competitive plans and meeting plan sponsors’ fiduciary responsibilities. His goal is also to help ensure that plan participants are ready for retirement and equipped with the necessary tools to make informed decisions as it relates to retirement and their financial lives.

Tom first joined The Mahoney Group at Merrill Lynch in 2013 and transitioned with the team to Raymond James in 2015. He earned a bachelor’s degree in accounting from the State University of New York at Oswego. He is a member of Beta Alpha Psi, an accounting, finance and information systems international honor society.

Originally from Suffern, New York, Tom lives in Morristown, New Jersey with his fiancée, Alyx, and their dog, Cubby. In his free time, he enjoys playing tennis, attending sporting events, going to the beach and traveling to visit friends and family.