Tom has been helping families and business owners to not only build wealth but also to preserve it for more than 27 years through a disciplined and holistic financial planning process. As First Vice President at Morgan Stanley , Tom offers affluent investors a team-based advisory experience, an approach that allows for more expansive yet in-depth financial guidance. This method also greatly enhances personalized service, as a team member is standing by for consultation and helping to implement strategies that best serve each clients unique circumstances and needs. Tom has been a CERTIFIED FINANCIAL PLANNER since 2003. Tom also is a Chartered Retirement Plans Specialist. Tom holds a BA in Political Science from Radford University, and an MBA from Florida International University. He enjoys spending time with his family, golfing and being active in his community by volunteering and supporting various non-profit organizations. Areas of focus: Wealth Management, Retirement Planning, Education Planning, Estate Planning Strategies, & Corporate Retirement Plans NMLS # 1255302 