Wilmington / Delaware / United States
Tom is one of Delawares Top Financial Advisors, recently named as the #1 Ranked Advisor to Forbes "Best-In-State Wealth Advisors" list in both 2018 and 2019*, and named to Barrons Americas Top 1,200 Advisors in 2016 for the sixth consecutive year.** His 26+ year career focuses on detailed planning, retirement issues, wealth and portfolio management, and total financial advice for high net worth, executive, and retired clients. He is a Delaware native, completed his B.S. in Business & Engineering at the US Military Academy at West Point; completed Airborne, Air Assault, and Ranger schools; and is an Army officer veteran of the Desert Storm war. His business achievements include being a CERTIFIED FINANCIAL PLANNER™ (CFP®) certificant, awarded by the Certified Financial Planner Board of Standards, Inc.; as well as holding the Chartered Retirement Planning CounselorSM?, (CRPC®) designation; and is a member of the Kingdom Advisors. He also is part of Merrill Lynchs Retirement Education Services area that assists DuPont, Dow, Corteva, Chemours, and other corporate retirees in the area. Tom lives in Greenville with his wife, Melissa, and two children, Lilly and Andrew. When clients work with the team, they will find unmatched service and response times. There is neither voicemail nor menu systems (except after hours for convenience) as calls are handled immediately and personally. The team prides itself on timely return of emails as well. Regular contact with clients is made with research updates, portfolio recommendations, performance reports, service updates, and certainly when there is a service need or client inquiry. High net worth clients enjoy a comprehensive approach to their financial issues at even the highest levels of complexity. The goal being extreme comfort so successful executives and retirees can pursue their work, family, health, and retirement desires confidently. Clients time, resources, expectations, goals, and the trust they share, are highly respected in the partnership with the team. The business model allows the addition of quality clients each year and we hope you will be one of them. Initial consultations are complimentary and transparent in providing answers to your questions, recommendations, costs, and an overview on how to proceed. The focus is always on your best interests and how to best achieve financial security and wealth preservation for you and your family. We ask for the opportunity to earn your business and faith after demonstrating responsive excellence in the financial advisory profession. *CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc., and awarded to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. **CRPC® is a registered service mark of The College for Financial Planning. +Source: Forbes "Best-in-State Wealth Advisors" list, February 2018 and 2019. For more information about the selection criteria, go to http://details-he.re/UbRCGT. Forbes is a trademark of Forbes Media LLC. All rights reserved. These rankings and ratings are not representative nor indicative of any one client’s experience, future performance, or investment outcome. ++ Source: Barrons "Americas Top 1,200 Financial Advisors: State-by-State" list. For more information about the selection criteria, go to Barrons Top Financial Advisors page. Barrons is a trademark of Dow Jones & Company, Inc. All rights reserved. Years prior to 2014, this Barrons list consisted of 1,000 advisors.
