Thomas has worked with clients in both the private and public sectors since 1992. He is devoted to developing wealth plans and investment strategies to help clients plan for retirement.
Prior to coming to RBC Wealth Management, Tom was a managing director – investments at Wells Fargo Advisors for 14 years. He also worked for Prudential Securities and Morgan Stanley Dean Witter, where he began his career. Tom received his Bachelor of Science degree from Northeastern University in business administration and completed the concepts of consulting at the Wharton School of Business in 1998. In addition, Tom received his Certified Investment Management Analyst® designation from the Wharton School of Business during the summer of 2002. Tom passed the Series 7, 63 and 65 exams and is insurance licensed.
Outside of the office, Tom’s interests include hockey, golf and boating. He and his wife, Heidi, have been married for more than 30 years and have two children, Emily and Bobby.