With over a decade of experience in the financial services industry, Thomas dedicates himself to addressing the unique financial goals of each of his clients. He specializes in serving multigenerational families, working closely with them to provide sound counsel and develop tailor-made wealth management strategies. He finds great fulfillment in not only working with the heads of each family, but in many cases getting to know their children and grandchildren as they plan their family’s legacy and the stewardship of their resources.
Loyal and transparent, Thomas aims to serve as a trusted resource and to help clients make financial decisions with confidence by providing the highest caliber of professional advice. He has also attained the prestigious CFP® certification, one of the most respected financial planning credentials among consumers and the recognized standard of excellence in personal financial planning.
Before joining Raymond James, Thomas was a First Vice President, Investment Officer and Financial Advisor at Wells Fargo Advisors. Prior to that, he was a Financial Advisor with Northwestern Mutual Financial Network. He earned a bachelor’s degree in business administration with concentrations in finance and supply chain management from the University of Tennessee.
An active member of his community, Thomas serves as chairman of the board of directors for Justice and Mercy International and host of the Men’s Leadership Network. He is the past chairman of the board of directors for Rolling Hills Church and past alumni board president for Brentwood Academy, his alma mater.
Thomas enjoys traveling with family, coaching his sons’ little league teams and golfing with friends and clients. Born and raised in Nashville, he now lives in Franklin with his wife, Jessica, and their sons, Tripp and twins Jack and Crew.
Please contact me at firstname.lastname@example.org.
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.