Tom is Managing Director of PDS Wealth Management. With more than 45 years of investment experience, Tom works with clients to develop investment portfolios and wealth management solutions tailored to their needs and goals.
Tom focuses on Long-Term Planning and Client Strategy, and interacts directly with our clients’ attorneys and tax professionals. Tom received a Bachelor of Arts in English from the University of Virginia and is a CERTIFIED FINANCIAL PLANNER™ practitioner.
Prior to PDS Wealth Management, Tom was a Wealth Management Advisor at Merrill Lynch and Smith Barney. Previously, Tom spent 18 years trading and underwriting U.S. Treasury and Federal Agency debt instruments as a member of the primary dealer community in New York.
Tom is a lector at St. Edward Church in Palm Beach, and is a member of the Town of Palm Beach Retirement Board of Trustees and its Underground Utilities Task Force. Tom and his wife, Ginny, live in Palm Beach and have three children and six grandchildren.