Thomas Carlow Jr,
CFP®, AAMS™
Financial Advisor
Tom became a financial advisor at Raymond James in 2015. He received his bachelor's degree in Business Management and his associate’s degree in Criminal Law from Fitchburg State University. Tom holds the Series 7 and 66 securities licenses, as well as the CERTIFIED FINANCIAL PLANNER™ certification and Accredited Asset Management Specialist™ designation.
Tom is dedicated to reaching out to prospects and looking to expand his knowledge of the finance industry one client at a time. Tom's approach of identifying client comfort levels and determining each client's own personal objectives assists him in creating financial plans designed to help clients pursue their financial goals.
Tom was a lifelong Franklin resident until he recently moved to the big city of Boston. In his free time, he enjoys playing with his Bernese Mountain dog, Bennie, and playing golf and hockey. His experience in athletics and his years of coaching help him interact with prospects and clients to work as a team and prepare an appropriate overall plan.
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.
Raymond James is not affiliated with the above organizations and/or charitable causes.
