Tom brings 20 years of experience to his role of Vice President, Financial Advisor. Before joining Wealth Enhancement Group in 2018, he had served as Investment Research & Portfolio Manager for Retirement Strategies, Inc. Prior to that, Tom worked as an equity analyst with Susquehanna International Group. Tom is currently a member of the CFA Society Jacksonville and also sits on the Jacksonville advisory board for the Make-A-Wish Central and Northern Florida chapter. Out of the office, Tom enjoys spending time with his wife and two children. He also enjoys surfing, water polo, swimming and experiencing the outdoors.
- BS, University of Richmond
- Chartered Financial Analyst
The Carr-Hart-Neeley Financial Advisory team is located in our Jacksonville Town Center office.
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
- Advisory registrations are held with Wealth Enhancement Advisory Services.
- Advisory services offered through Wealth Enhancement Advisory Services, LLC, a registered investment advisor and affiliate of Wealth Enhancement Group®. Wealth Enhancement Group is a registered trademark of Wealth Enhancement Group, LLC. Jacksonville Town Center office advisors are not affiliated with LPL Financial.