Financial Advisor
Tommy is a Financial Advisor with Agility Wealth Management. Tommy works with High Net Worth families and individuals focusing on investment strategy, asset allocation, risk management, and helping clients navigate the financial markets.
Having worked in the asset management industry for over a decade, Tommy uses his knowledge & experience to cultivate new relationships and to better serve clients. Growing up around the industry, Tommy has always had a passion for investments and thrives on doing what it takes to help clients achieve their goals.
Born in New Jersey, Tommy moved to Jacksonville in 1995. He graduated from The Bolles School, then earned his BSBA in Finance & BSBA in Management from Georgetown University where he was a captain on the baseball team. Tommy enjoys spending time with family, golfing, hunting and fishing.
Your career is definitely on track, but you don’t have enough spare time to put a long-term financial plan in place without some help. That’s where I come in.
I work primarily with mid-career executives (and executives-to-be) to develop, implement and monitor your retirement plan. That includes guidance on your 401(k), how to invest proceeds from exercised stock options and year-end bonuses, and much more.
Executives have a unique set of challenges that need to be addressed: stock options, year end bonuses, moving into higher tax brackets–they all need to be considered before they happen. That’s the “planning” part of financial planning.
Too often, I get the call after the big promotion, or after the stock options are granted. And that’s fine, we can start at any point in your career. But putting a plan in place that anticipates the raise, anticipates the bonus, and accounts for that in your financial plan is the optimal approach.
