Investment Executive, RJFS
With more than 20 years of experience in financial planning and investment management, Tom Carbin has the accumulated knowledge and perspective to help you with your financial goals. Tom understands the dynamics of wealth, how to balance the complex forces at work and how to adapt intelligently as conditions change.
As your life and your needs as an investor evolve, so will your vision for the future and risk tolerance. Tom will be with you every step of the way offering sound advice and customized financial solutions designed specifically for you.
Tom endeavors to create long-term, meaningful relationships with a select group of clients and provide them with personalized financial planning advice using some of the industry’s most comprehensive resources. His investment process takes into account your investing experience, your expectations for returns, your tolerance for risk, and the performance of your portfolio.
Based on what he learns about you and your goals and an analysis of the current financial markets, Tom designs a customized investment portfolio based on recommendations made solely with your best interest in mind. He then takes the time to explain his recommendations and, once you are comfortable with your new plan, Tom puts it into action and continuously monitors its performance for opportunities to adapt to life changes and new goals.
Tom began his career in financial services in 1998 and previously spent 10 years with Morgan Stanley. Today, Tom provides financial and estate planning through the use of equities, fixed income securities, managed money, 529 education savings plans and more through Raymond James.
Tom resides in Westport, Connecticut. Away from the office, he enjoys traveling with his children Ted and Eileen, attending concerts, boating and reading.