Thomas joined the Boston Harbor team in 2020 as a Financial Advisor. He began his career in the financial services industry in 2006 after graduating with a degree in management from Boston University. His career began with Fidelity Investments as a Senior Corporate Actions Client Representative for five years. Thomas’ career progressed with Geode Capital Management, where he gained extensive industry experience as a Senior Trade Operations Associate and an Assistant Portfolio Manager between 2011-2019. Most recently, Thomas was with Northwestern Mutual as a Financial Advisor before joining our team. Thomas holds the Chartered Financial Analyst (CFA) designation, one of the most respected professional designations in the industry.
The planning process excites Thomas, and it’s where he thrives working with his clients. He is an excellent communicator and is able to bridge information about where his clients are and where they want to go. From establishing relationships by listening carefully to each client’s story as well as their concerns and goals to crafting a customized plan, and continually reassessing and adjusting strategies as needed, he enjoys the process that his role requires.
Thomas understands the many priorities in each of his client’s lives and how the financial planning process can be overwhelming to many. He is committed to sharing his knowledge with clients in a way that is clear and relatable. Thomas’ clients appreciate his ability to explain and simplify sophisticated investment strategies. He enjoys teaching the importance of planning and creating balance by helping others attain their financial goals.
Raymond James is not affiliated with the above organizations and/or charitable causes.
When I’m outside of the office, my time is focused on my priority, my family. My wife, Alyse, and I welcomed our daughter, Hazel, in 2016, and we were forever changed. Not only because we were overjoyed to become parents, but because Hazel was born three months early and weighed just 2 lb. This was a scary time for us, but my respect and admiration for medical professionals soared due to our fantastic experience at Brigham and Women’s Hospital and Boston Children’s Hospital.
Today, Hazel is a thriving, happy young girl who loves to play games and learn about space, and we are forever indebted to these fantastic medical professionals. The work they do takes care of our number one concern, our health. I love working with these professionals and giving back in any way that I can so that I can help them craft their financial plans to allow them to focus on the success in their work.
From barbecuing with friends and family to golfing and boating, and of course, spending time with Alyse and Hazel, I enjoy spending time with my family every chance that I have. I’m beyond lucky to give back to the community through the March of Dimes, have a career I find fulfilling, and a family who brings me great joy.