Tom believes the best financial advice begins with listening. He takes the time to understand each client's goals, concerns and priorities before developing personalized strategies to help them navigate complex financial decisions with confidence. For clients who wish to incorporate their personal beliefs into their financial plan, Tom offers values-based investment strategies designed to align their portfolios with what matters most to them. Whether planning for retirement, managing risk, implementing a values-based investment theme or building long-term financial well-being, Tom is committed to providing straightforward guidance, honest answers and a comfortable, pressure-free experience every step of the way.
Tom’s background in wealth management and financial services spans more than three decades. Before joining Raymond James, he served as a financial advisor with LPL Financial in Oakland, Maine, for more than six years, and earlier was a Vice President and Advisor Consultant with Franklin Templeton Investments in St. Petersburg, Florida, and Glastonbury, Connecticut, for more than 20 years. He earned a degree in business management from Eckerd College in St. Petersburg and holds the AIF® certification.
Experience, perspective and a service-minded style shape Tom’s work. He is known for explaining financial concepts in straightforward terms and for bringing a seasoned view of the markets, the economy and client service to each relationship. That combination supports a disciplined process centered on responsiveness, transparency and careful attention to individual needs.
Originally from Buffalo, New York, Tom lives in Fayette, Maine, with his wife, Lisa. Outside the office, he serves on the board of the Mid-Maine Chamber of Commerce and is a member of the Rotary Club of Waterville, Maine. He also enjoys skiing, snowmobiling, boating, traveling, recreational hockey, live music and following Buffalo’s professional football and hockey teams.
Raymond James is not affiliated with any organization mentioned above.
