Tom is a co-founder of Seventy2 Capital and has over 14 years of experience as a financial advisor. He primarily advises Fortune 500 Executives on their retirement planning needs. Tom has been recognized as a 2018 Top Next Generation Advisor by Forbes.1 He also holds multiple industry accreditations and designations, and has been named a Five Star Wealth Manager in 2015, 2016 and 2017.2
Prior to founding Seventy2 Capital, Tom served as a Senior Vice President with Morgan Stanley Wealth Management and an Assistant Vice President with Merrill Lynch & Co. Tom began his career as a financial advisor with A.G. Edwards.
Tom received his Bachelor’s degree in Finance and International Business from the University of Maryland. As a Native of Maryland, he is an active volunteer with Montgomery Public Schools and spends time educating youth on the importance of understanding the basics of finance. Tom enjoys spending time with his family, especially when they can escape to the beach.
1 Ranking algorithm based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.
2 2015, 2016, 2017 surveys conducted by Five Star Professional, an independent, third-party research firm, who receive nominations from peers or firms in the Mid-Atlantic area and evaluated the nominees based on 10 objective criteria including client retention rates, client assets administered, firm review, and favorable regulatory and complaint history. The Five Star Award is not indicative of the wealth manager’s future performance. For more information see: http://www.fivestarprofessional.com.
2015 - 1,837 Washington D.C. area wealth managers were
considered for the award; 227 (13 percent of candidates) were
named 2015 Five Star Wealth Managers.
2016 - 1,665 Washington D.C. area wealth managers were considered for the award; 208 (13 percent of candidates) were named 2016 Five Star Wealth Managers.
2017 - 1,417 Washington D.C. area wealth managers were considered for the award; 106 (7 percent of candidates) were named 2017 Five Start Wealth Managers.