Experience

Tom is a seasoned financial advisor with over a decade of experience in wealth management who joined MLM Partners in early 2024 from J.P. Morgan’s Private Bank. With a dedication to providing tailored financial solutions, Tom has established himself as a trusted advisor among high net worth individuals seeking to grow and protect their wealth.

Tom began his career in wealth management at J.P. Morgan Private Bank, where he honed his expertise in the industry and cultivated long-lasting relationships with his clients.  Over the course of ten years, he demonstrated a proven track record of delivering personalized financial plans that align with his clients' unique goals and aspirations.  Prior to J.P. Morgan Tom worked for SunTrust Robinson Humphrey in Atlanta.  During his time with SunTrust he served as a credit associate for the firm’s Interest Rate and Foreign Exchange Marketing Group within their Capital Markets Division.

Education and designations

• B.S., Virginia Tech
• M.S., finance, Tulane University
• Series 7, 63 and 65 securities licenses

Life

• In his spare time, Tom enjoys spending time with his family, staying active in his community, traveling, and playing golf.
• Tom lives in Atlanta with his wife, Cindy, and his 2 young children, Sadie and Bennett.