Thomas

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Vice President, Investments

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Thomas
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About
Thomas

Thomas is a graduate of Middlebury College with a B.A in Political Philosophy. He began his career in May of 1997 at the Boston office of Merrill Lynch. Now, with over two decades of experience in the investment world, Thomas is well equipped to assist with your financial planning and investment needs. Over the years, he has orchestrated hundreds of financial plans for executives, families, and small companies.

Thomas holds a Series 7, 63, 65, and a life insurance license. He can provide planning for the full extent of your family’s financial interests. For the past 22 years, he has been building relationships with executives in the New England area. Having worked with numerous entrepreneurs, he understands the difficulty of creating a start-up business and appreciates the value of hard work, taking great care in allocating investments on behalf of his clients. For over 20 years, he has assisted in the selection of investments for company retirement plans and high net worth families.

During his time as a Financial Advisor, Thomas has earned experience in employee incentive stock options, nonqualified stock options, restricted stock units, founder’s shares, warrants, and the various implications these instruments may have on formulating a financial plan. With the expertise to invest in stocks, bonds, mutual funds, ETFs, closed-end funds, UITs, options, alternative investments, hedge funds, and separately managed accounts, Thomas is well positioned to provide the level of service his hard working clients deserve.

Thomas is an avid Boston sports fan who also enjoys playing golf. He coaches an adult men’s soccer team, Mystic River FC, and coordinates the fund raising and volunteer projects for the club.

 

Background and qualification information is available at FINRA's BrokerCheck website

 
 

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