Tom joined Moors and Cabot in 2006, having advised clients for over 20 years. He worked previously at the investment firms of Legg Mason and Prudential Bache Securities. He is a graduate of Wesleyan University, and holds numerous securities and insurance licenses.

Tom’s primary areas of focus in advice and solution are:

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• Portfolio Management

• Mutual Fund Selection

• Fixed Income Investments (U.S. Treasuries, Agencies, Corporate Bonds, Tax-Free Municipal Bonds, CDs)

• Individual Retirement Accounts & Rollovers

• College Funding Plans

• Insurance Needs & Assessments (Life Insurance, Long Term Care Insurance)

• Annuity Contracts (Fixed Income & Variable Annuities)

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Additionally, Tom works with area attorneys and accountants to better service the tax and estate planning needs of clients.

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At the community level, Tom belongs to several organizations or groups dedicated to the restoration and beautification of local parks and waterways. A former collegiate athlete, Tom enjoys mountain hiking and playing spectator at his sons’ athletic events.