As a Senior Vice President of Private Wealth Management, Tom’s responsibilities include supporting advisors with portfolio management, participating on the firm’s Investment Committee, working with the trading team, and providing financial planning support for the firm.
Tom has over 17 years of experience in the financial services industry with an emphasis on working with high-net-worth families and crafting tailored financial plans. Prior to joining Capital Wealth Advisors in 2022, Tom served as Financial Planning Director at Morgan Stanley in 2022. Previously, Tom was a Private Client Advisor for JP Morgan Securities from 2018-2022 and a Financial Advisor for Financial Center Credit Union from 2017-2018. Tom spent the earlier part of his financial career working at Charles Schwab & Co, TIAA-CREF, and Fidelity Investments.
Tom resides in Marco Island, Florida with his wife Mei, and son Dylan. Tom’s family enjoys spending time traveling and boating. You can also find Tom on the golf course, playing tennis, and reading.
- BA in Finance, Northern Kentucky University
Designations & Licenses
- Certified Financial Planner™ Professional
Certified Investment Management Analyst®