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.
The Carr-Hart-Neeley financial advisory team is located in our Jacksonville Town Center office.
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