Thomas Eddy Email & Phone Number

Tom joined PaineWebber/UBS in 2002 after a tenured career in the wireless communications industry. He served in several executive management positions and played a key role with the start-up and turn-around of several regional and national wireless providers.Tom, a CERTIFIED FINANCIAL PLANNER™ practitioner under the CFP® Board of Standards, has also obtained the Accredited Investment Fiduciary (AIF®) designation (Designation does not imply assumption of fiduciary responsibility) and works with high-net-worth individuals, families, and endowments. Tom focuses on client relationships, portfolio and risk management, tactical strategy generation, and assists with our financial planning services. Tom provides a unique process of organizing the complex financial decisions and documents that are a part of the planning done by affluent individuals and families to help mitigate financial risk. Tom is also a NFLPA Institutional Player Financial Advisor. Through this partnership with the NFLPA and in coordination with the UBS Sports and Entertainment team, Tom is equipped to provide holistic financial advice and guidance to current and retired NFL players. Forbes has named Tom as a Best In State Wealth Advisor 2019-2024 (The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year) and his team as a Best-In-State Wealth Management Team in 2024 (The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.) Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice.UBS is an official participant in the Institutional Financial Advisor program for the NFL Players Association (NFLPA). Participating advisors were selected by UBS based on program eligibility criteria established by the NFLPA. Advisors in the program are not endorsed by the NFLPA. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures/*********/**These are the comments of this employee only, and not of UBS Financial Services Inc., its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See http://www.ubs.com/fas-legal for the full disclosure.**

Listed skills include Wealth Management, Portfolio Management, Retirement Planning, Financial Planning, and 1 others.