Tom joined Jacksonville Wealth Management in 2017 after a 39-year career as a solo Financial Advisor.
He has been a CERTIFIED FINANCIAL PLANNER™ Certificant since 1988 and holds the following licenses
and registrations:
• Series 7 General Securities Registration with LPL Financial
• Series 24 Registered Securities Principal with LPL Financial
• Series 63 Uniform Securities Agent State law with Jacksonville Wealth Management
• Life, Health and Variable Annuity Licenses
• CERTIFIED FINANCIAL PLANNER™ Certification
Tom brings a great deal of knowledge and experience to the Jacksonville Wealth Management Family.
Tom's relationships with his clients are long-lasting; evidenced by the fact that he still has his first client.
When away from the office, Tom enjoys sailing and boating with his family and loved ones.