Tom became a financial advisor at 1776 Financial/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, graduating in 2015. 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 reach their financial goals.
Tom grew up, graduated high school and currently resides in Franklin, MA. In his free time, Tom loves playing hockey and golf. He also spends his time coaching varsity hockey at King Philip High School in Wrentham, MA. His experience in athletics and his coaching roles help him interact with prospects and clients to work as a team, and prepare an appropriate overall plan.
Raymond James is not affiliated with and does not endorse the entities mentioned above.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.