Tom began his financial services career in 1986 with Morgan Stanley. He focuses on financial planning*, estate planning strategies & corporate services. Originally from Cape Cod, MA; he grew up in Naples, FL and moved to Orlando to attend The University of Central Florida, where he received his Bachelors of Arts in 1987. Together with his wife Lori, they reside in Windermere. Socially, they are involved with Harbor House, UCF Foundation and The Thomas & Lori Cleary Endowed Scholarship Fund at the University of Central Florida.

*Financial planning services are provided in our capacity as registered investment advisors.

• Barron's Top 1000 Advisor Rankings 2014, 2013, 2012, 2011, 2010,
• Florida's Top Financial Advisors, February 2009
• Orlando Business Journal "Top Nest Egg Managers," April 2008

• University of Central Florida, B.A.1987
• Certificate in Financial Planning, Florida State University, 2004

• Series 7, General Securities Representative
• Series 63, Uniform Securities State Agent
• Series 65, Investment Advisor Representative
• State of Florida, Life Insurance Licensed
• Series 3, National Commodity Futures

• American Cancer Society
• Thomas & Lori Cleary Endowed Scholarship Fund at UCF
• Harbor House
• UCF Foundation

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