With almost two decades 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. Additionally, Thomas was recently recognized on the 2020 Forbes Top Next Gen Wealth Advisors national list, the 2020 Forbes Best-in-State Wealth Advisors list as well as being named to the RJFS Leader’s Council each of the three last years.
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 currently serves as chairman of the board of directors for Justice and Mercy International a non-profit supporting orphan in the Eastern European country of Moldovia and parts of the Amazon region of Brazil. Past roles include chairman of the board for Rolling Hills Community Church, host of the Men’s Leadership Network, and past president of the alumni board 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 email@example.com.
The Forbes Next-Gen Wealth Advisors rankings, developed by SHOOK Research, is based on an algorithm of qualitative criterion, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered are under 40, have a minimum of four years' experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data Rankings are based on the opinions of SHOOK Research, LLC. Research Summary (as of April 2020): Out of 32,000 nominations received, 500 made the final list in 2020. Neither SHOOK nor Forbes receives compensation from the advisors or their firms in exchange for placement on a ranking. Raymond James is not affiliated with Forbes or Shook Research, LLC. This ranking is not indicative of advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Please visit https://www.forbes.com/top-next-gen-advisors for more info.
The Forbes ranking of Best-In-State Wealth Advisors, 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. 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 32,000 nominations, more than 4,000 advisors received the award. This ranking is not indicative of 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/best-in-state-wealth-advisors for more info.
RJFS Leaders Council: Membership is based on prior fiscal year production. Re-qualification is required annually. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of advisors future performance. No fee is paid in exchange for this award/rating.
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.