Thomas McNellis
Founder
In 1969, Tom started his career in the insurance industry. Through his discussions with clients and prospects, Tom began to recognize that there was a greater need beyond just insurance. Beginning with the adoption of Individual Retirement Accounts (IRA’s) in 1974 and the 401(k) in 1981, the way people planned and invested for retirement began to change with more people realizing they needed help with their financial lives. Tom was driven by the financial planning movement that was described as “oriented around a methodology that asks, ‘Who is my client and what are his or her needs?’” Financial Planning began to develop a new image with a valid methodology which became the foundation for McNellis Corporation, est. 1971, and as the firm grew, was renamed McNellis Financial Group, Ltd. in 1986. Tom became an independent Investment Advisor Registered Representative with Raymond James Financial Services, Inc. in December of 1989. Satoru Asato joined Tom in January of 2004 and together they built McNellis & Asato, Ltd. (est. 2007) on trusted relationships with clients and their families.
Tom is no longer an active financial advisor with McNellis & Asato, Ltd. He is enjoying his talents as a photographer, traveler and philanthropist.
