Tom has over 20 years of wealth management experience and a long and distinguished career of assisting the sophisticated needs of high net worth and corporate clientele. Prior to joining RBC Wealth Management, he was a Private Wealth Advisor at Alexander Key, a division of Sun Trust Capital Markets, in their high net worth group. Tom also served as a Senior Vice President and Senior Consultant with Morgan Stanley’s Investment Consulting Group, and as a Senior Vice President in the Corporate and Executive Services Group of Alex Brown & Sons, Inc. He attended Loyola University where he majored in finance, and the Wharton School of Business where he received the Certified Investment Management Analyst designation. Tom has the Series 7, 8, 24, 31, 63, and 64 licenses, as well as his Maryland life, health, and variable insurance licenses. He is a member of the Investment Management Consultants Association and can be found in the Who’s Who Directory of Corporate America.
Tom resides in Severna Park, Maryland with his wife and three children. He is the Finance Director and Treasurer for Severn School, as well as a member of the Annapolis Yacht Club. In his leisure time, Tom enjoys sailing and golf.