Tom joined PPS advisors in January 2013, as Investmest Advisor Representative . He is committed to understanding the specific situations of the individuals and business he advises; thereby being able to establish objectives, develop an appropriate strategy, recommend solutions, and review the progress made toward those goals and objectives.
Tom has over 20 years of financial services industry experience. Before joining PPS he was a financial advisor with Merrill Lynch, and has a background in real estate development and property and casualty insurance. While at Merrill Lynch, Tom earned the professional designation, “Chartered Retirement Planning Counselor”™(CRPC).
Tom is a graduate of University of West Florida where he earned a B.S. Degree in Economics and finance. He currently resides in Hampton Bays, New York, with his wife and three children.