Clients appreciate the ease of doing business at Allen & Company, it starts and ends with personal service.
Tom has been following the financial markets for more than 30 years as a Wealth Management Advisor and continues to be amazed by the many worldly influences and their impact on investment opportunities. Our economy is ‘service’ driven. Building and maintaining relationships with the companies you do business with is the difference.
A Certified Financial Planner™, and a member of the Allen & Company team since 2013, he serves as an Assistant Vice President in the Space Coast office. In addition to his CFP® designation, he also holds Series 7, 63 and 31 licenses, as well as Life, Health and Variable Annuities.
Tom received a B.A. in Business from Florida State University. He and his wife live in Suntree where they enjoy an active lifestyle including cycling, golf and tennis.
Check the background of this investment professional on FINRA BrokerCheck