Tom is a LPL Financial Advisor with Synergy Wealth Alliance. He offers clients more than 10 years of financial services experience. Tom is a graduate of The University of Florida.Tom’s focus is advising on the development and implementation of investment strategies to help clients work towards their immediate and future goals. He follows a disciplined process of assessing a client’s financial situation, forming and executing an appropriate investment plan, and regular portfolio re-balancing in order to obtain measurable results. He also consults on risk management, retirement planning, insurance planning, and other critical financial strategies. Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss.Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed as to accuracy and completeness.The financial professional associated with this profile may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.