Being a planner comes naturally to Tom. He realized early on that setting goals, developing a plan and diligently following the plan could help result in success in all facets of life. It is his commitment to sound planning that has enabled Tom to help his clients weather many different financial markets since he began his career in the financial industry with Edward Jones in 1999. But it was in joining Raymond James in 2004 – the firm that pioneered financial planning – that Tom has been able to fully use his comprehensive financial planning skills.

An accomplished advisor, Tom has achieved the designation of CERTIFIED FINANCIAL PLANNER™ professional, a certification that required him to complete the arduous CFP^® certification process and to meet ongoing certification renewal requirements, and holds him to rigorous ethical standards. Tom also holds the Charter Life Underwriter (CLU^®) designation and is a Chartered Financial Consultant (ChFC^®).

Tom holds a bachelor’s degree from the State University of New York at Stony Brook and a master’s degree from New York University. Tom’s passions include traveling the world with his wife, Jane, and their two children, and he is an avid New York Yankees fan. Tom is active in the Key West community and is a member of the Rotary Club of Key West.