Email Me
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.
Senior Vice President–Wealth Management
Certified Investment Management Analyst®
The Drake Financial Group is dedicated to assisting owners, executives and employees in the petrochemical and medical industries with a wide range of financial needs, including retirement income planning.
We have unique access to exclusive research and unmatched global resources through UBS. We draw on our insight and vast resources to craft a plan that is clear and achievable, with a goal of withstanding uncertain markets and economic cycles. We are committed to working with you to not only create a plan, but to engage world-class solutions, bringing the full resources of UBS to bear on your financial goals.
Thomas is a Director and Senior Portfolio Manager at the firm and is a Certified Exit Planning Advisor – CEPA® which enhances his ability to have value-added conversations with entrepreneurs around growth and successfully exiting the business.
He also earned his Certified Investment Management Analyst, CIMA® and his Chartered Retirement Planning Counselor, CRPC® certification. Tom is supported by Toni Melinder. She is a Senior Registered Client Service Associate. Thomas is FINRA registered and holds series 7, 9, 10, 66 as well as licenses for life and variable annuities. He earned a Bachelors of Science degree in Entrepreneurship from California State University.
Education
Credentials
Senior Vice President–Wealth Management
Certified Investment Management Analyst®
The Drake Financial Group is dedicated to assisting owners, executives and employees in the petrochemical and medical industries with a wide range of financial needs, including retirement income planning.
We have unique access to exclusive research and unmatched global resources through UBS. We draw on our insight and vast resources to craft a plan that is clear and achievable, with a goal of withstanding uncertain markets and economic cycles. We are committed to working with you to not only create a plan, but to engage world-class solutions, bringing the full resources of UBS to bear on your financial goals.
Thomas is a Director and Senior Portfolio Manager at the firm and is a Certified Exit Planning Advisor – CEPA® which enhances his ability to have value-added conversations with entrepreneurs around growth and successfully exiting the business.
He also earned his Certified Investment Management Analyst, CIMA® and his Chartered Retirement Planning Counselor, CRPC® certification. Tom is supported by Toni Melinder. She is a Senior Registered Client Service Associate. Thomas is FINRA registered and holds series 7, 9, 10, 66 as well as licenses for life and variable annuities. He earned a Bachelors of Science degree in Entrepreneurship from California State University.
Education
Credentials
Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.
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.
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.
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
