Wealth advice for your life's goals

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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Thomas Cleary

Senior Vice President–Investments

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.

Personal and Community

  • American Cancer Society
  • Thomas & Lori Cleary Endowed Scholarship Fund at UCF
  • Harbor House
  • UCF Foundation
Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • FL
  • GA
  • IL
  • IN
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MS
  • NC
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OR
  • PA
  • PR
  • SC
  • SD
  • TN
  • TX
  • VA
  • VT
  • WA
  • WI

Recognized as an industry leader:

  • Barron's Top 1,000 Financial Advisors, 2011, 2013
  • Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016


  • B.A., University of Central Florida
  • Certificate in Financial Planning, Florida State University
201 North New York Avenue
Suite 300
Winter Park, FL 32789
  • (407) 362-5515

Email Me

Family (financial) ties

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Are you ready for anything?

A Liquidity strategy can help.

In a world of uncertainties—like market volatility or rising inflation—it’s no wonder 70% of investors surveyed say they want to boost their emergency savings. So how can you move forward with confidence? Have a strategy for the cash you need right now. Click to watch how.

Source: UBS Investor Watch, The new valuables; June 2021: 3,800 investors surveyed in 15 markets around the world; May 2021.

Backed by the strength of UBS

A global leader in wealth management

$3.3 trillion

In invested assets globally 
As of 12/31/2021

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager