Ceo & Founder
CurrentTom is a former top advisor and branch manager with Raymond James Financial Services. During his time at RJFS he was a member of their Elite Chairman’s Council comprised of the Top investment professionals in the country (out of approximately 3,255 advisors nationwide) for 7 years. He was the Top Annuity Producer in the Nation for Raymond James Financial (based on annuity premiums) out of 3,245 Financial Advisors for 9 consecutive years.Tom is a former first vice president of Prudential Securities (now Prudential Financial) and during his tenure was ranked in the top five nationally within the firm in personal annuity and insurance production, and led his branch to the #1 position in the nation in annuity sales (1996 to 1997). Prior to working for Prudential Securities he was ranked the #1 and #2 Ranked Producer for four years with Independent Advantage Financial, Inc., which he helped, during his tenure, to become the nation’s largest independent shopping service for annuities and insurance products.He has been responsible for sales, training and management of dozens of account specialists, and has been quoted by several top publications including; The Wall Street Journal, Barron’s, The Chicago Sun Times, VARDS, Ignites.com, Tribune Media, Registered Rep Magazine, Financial Planning Magazine, National Underwriter, Echos Times and numerous newsletters in addition to radio shows as a source on financial investments. Tom is ranked as one of the Top 100 Financial Advisors in the country (for 2008, 2009, 2010 and 2011) by Registered Rep magazine (based on assets under management) and he is also consistently considered for the Top 100 Advisors in the Nation by Worth Magazine, Barons and Investors Business Daily (IBD).
