Tom is a Sr Managing Director, Investments at B. Riley Wealth and co-owner of the Boca Raton branch with more than 30 years of experience in the financial services industry. Tom is a Registered Investment Advisor and has his series 7, 24, 63 and 65 licenses. He is also licensed in all forms of Insurance including Life, Health, Long Term Care and Annuities.
Throughout his career, Tom has been managing and protecting the wealth of business owners, professionals, and high net worth families. He has focused his entire career to efficiently create custom, transparent solutions that fit his clients’ unique identity.
In 1987, Tom moved from upstate N.Y. to Boca Raton with his wife Anne. Since then, he has been raising his four children, Jack, Allie, Sean, and Kevin, and growing his career as a Financial Advisor.