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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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.
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
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
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
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Are you ready?
In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?
We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
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