Tom has more than 30 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 its 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 fi nance, and the Wharton School of Business where he received the Certifi ed Investment Management Analyst® designation. Tom passed the Series 7, 8, 24, 31, 63 and 64 exams and holds 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.