Tom began his financial services career with Raymond James in 1986 and returned to the Coral Gables office in early 2009 to form the Whitehurst Advisory Group. In 1990, he opened the Northern Trust Securities office in downtown Miami, where he spent 19 years. Tom has been a practicing CFP® professional for 30 years and his educational background includes a BS from the University of Akron, his hometown, and a PhD in Mathematics from Indiana University. Through Tom's work experience over the years in academics, a Fortune 500 corporate environment, and wealth management, he has acquired a comprehensive set of skills to meet the needs of financial planning for high-net-worth families.
Tom was named to the 2023 edition of the Forbes list of Top Best-in-State Wealth Advisors †.
Tom has been a tireless and generous supporter of disability issues. He was recognized with the Ronald McDonald House "Twelve Good Men Award" in 2011 for his dedication to these causes. His current and recent memberships include: Founding Board Member of Autism Speaks, the United Way Tocqueville Society, Humanitarian Sponsor of the Red Cross, Easter Seals, Miami Science Museum, and UM/NSU Center for Autism & Related Disabilities. Tom and his wife Marie-Ilene are long-time residents of Coral Gables. He co-founded Work for America, a non-profit organization whose mission is to create employment opportunities for special needs adults, and Casa Familia, a supportive living community. They have a daughter, Christina, who is a partner in the Whitehurst Advisory Group, and a son, Thomas, who attends Our Pride Academy.
Raymond James is not affiliated with the above organizations and/or charitable causes.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
† The Forbes Top Wealth Advisors Best-In-State 2023 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2021 to 6/30/2022 and was released on 4/4/2023. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 39,007 nominations, 7,321 advisors received the award. This ranking is not indicative of an 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 Forbes or Shook Research, LLC. Please visit https://www.forbes.com/lists/best-in-state-wealthadvisors/?sh=181ba856ab97 for more info.