With over 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.
Thomas aims to serve as a trusted resource to help clients make financial decisions with confidence by providing the highest caliber of professional advice. He has attained the prestigious Certified Financial Planner® (CFP®) professional certification as well as the Certified Plan Fiduciary Advisor (CPFA) designation. Additionally, Thomas is recognized annually on the Forbes Best-in-State Wealth Advisors list – 2020- 2025 , is a past recipient of Forbes Top Next Gen Wealth Advisors National List 2020- 2022, as well as being named to the RJFS Leader’s Council each of the last eight years, 2018-2025.
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 on the board of directors for Rolling Hills Community Church. Past roles include board president of Justice and Mercy International, a non-profit supporting orphan in the Eastern European country of Moldovia and parts of the Amazon region of Brazil, 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.
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. Neither Forbes nor SHOOK receive a fee in exchange for rankings. The Research Summary (as of August 2022) included: 35,465 nominations for all rankings, based on thresholds, 19,986 invited to complete online survey, 14,892 telephone interviews, 3,038 in‐person interviews at advisors’ location, 1,357 virtual interviews and 3,513 individuals considered and 100 individuals won the Next‐Gen ranking. This ranking is based upon the period from 3/31/21 to 3/31/22 and was released on 8/3/22. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. For more information and complete details on methodology, go to www.shookresearch.com 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/best‐in‐state‐wealth‐advisors for more info. Raymond James’ 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 an advisor’s future performance. No fee is paid in exchange for this award/rating.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
