Tom joined Aviance in December 2025 as a Senior Wealth Advisor and Portfolio Strategist, bringing more than 25 years of experience serving high-net-worth individuals and families in private banking. He holds the Certified Financial Planner™ (CFP®) and Chartered Financial Consultant® (ChFC®) designations.
In his role at Aviance, Tom partners with clients throughout the financial planning process—helping them outline long-term goals and developing, implementing, and monitoring investment strategies intended to support those objectives.
Tom earned a bachelor’s degrees in Finance and Management from the University of Houston Bauer School of Business. He began his career at J.P. Morgan Private Bank, where he spent 22 years as a Senior Portfolio Manager across Texas, New Jersey, and Ohio. In 2022, he joined Huntington Private Bank and later relocated to Naples, Florida, before joining Aviance in 2025.
Tom’s professional experience includes helping clients understand key financial concepts and discussing market and economic conditions to support informed decision-making.
He is an active member of the Estate Planning Council of Naples, the Collier Community Foundation Professional Advisory Committee, the CFA Society of Naples, and the Financial Planning Association of Southwest Florida.
Outside the office, Tom enjoys spending time with his wife and two sons—camping, playing baseball, traveling internationally, and cooking at home. He also enjoys attending auto races, going to live concerts, and playing music.