Tom has been a practicing CFP® professional for over 30 years and his educational background includes a BS from the University of Akron, his hometown, and a PhD in Mathematics from Indiana University. Through Tom's work experience over the years in academics, a Fortune 500 corporate environment, and wealth management, he has acquired a comprehensive set of skills to meet the needs of financial planning for high-net-worth families.

Tom has been a tireless and generous supporter of disability issues. He was recognized with the Ronald McDonald House "Twelve Good Men Award" for his dedication to these causes. His current and recent memberships include: Founding Board Member of Autism Speaks, the United Way Tocqueville Society, Humanitarian Sponsor of the Red Cross, Easter Seals, Miami Science Museum, and UM/NSU Center for Autism & Related Disabilities. He co-founded two non-profit organizations: Casa Familia, which is a residential community for adults with special needs, and Work for America, which creates employment opportunities for special needs adults. Tom and his wife Marie-Ilene are long-time residents of Coral Gables. They have a daughter, Christina, who is a partner in the Whitehurst Advisory Group, and an adult son, Thomas, who has autism.

Firm Description

We put the needs of our clients first. We chose to align with Raymond James because we believe the firm is also dedicated to your best interests. The firm delivers industry-leading support, client-focused service, and the financial planning and investment resources of a premier financial services company.

While Raymond James has the resources to match even the largest firms’ capabilities, our focus is on building close-knit individual relationships based on trust and integrity.

The firm’s culture of independence allows us to work closely with you to create custom strategies to address your short- and long-term financial challenges.

Raymond James focuses on doing what's right for its clients, associates and communities. And as you'll find in the firm's Corporate Responsibility Report, this commitment drives our mission to build a more sustainable future for all through environmental, social and governance best practices.

We’re honored to align with a firm whose founding principles of client first, conservatism, independence and integrity remain refreshingly at the forefront, and especially appreciate the priority placed on supporting our relationships with our clients. Those values have helped Raymond James become one of the largest independent financial services firms in our industry, with a long-term track record of stability and growth.

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