Tom Lutz grew up in Reading, PA and still lives in the area with his wife Ellen. He graduated from
Alvernia University with a Bachelor of Art Degree in Business Management in 2003.
Tom began his career in finance in 2001 as an intern at Smith Barney in Wyomissing. In 2005 he became a financial advisor with the same firm. He founded a branch with three of his peers in 2009 and partnered with Raymond James Financial Services as a Branch Manager, and opened an office in Reading, PA.
In 2013 Tom earned the designation of Chartered Financial Consultant ®. In
addition, he holds the following licenses:
Tom currently is licensed and has clients in twelve US States.