Originally from New York, Tom began his financial career by working on Wall Street for a national broker-dealer. In 2005, he migrated to Florida as an Investment Consultant helping clients with their investment allocations and financial planning needs. Due to a merger, Tom had transitioned over to Raymond James where he found his niche of working with ERISA qualified retirement plans. Prior to joining ProVise, Tom was working in Tampa as a Retirement Plan Consultant for a local financial company. Tom enjoys giving back to the community by volunteering his time by serving local organizations.
Tom and his wife, Barbara, live in Wesley Chapel with their lovable Golden Retriever, Sara.
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