ADVISOR BIO

Thomas Goodrich is a financial advisor who has been active in the industry since 2021. Thomas is registered with Ameriprise Financial Services, LLC and holds licenses in Florida and Texas. Thomas has earned the Series 7TO, Series 63, and Series 65 licenses. Thomas has a client base of 10-100 individuals and families. Thomas focuses on providing financial advice to individuals, families and trusts.

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ADVISOR BIO

Thomas Nickerson is an investment advisor representative and financial consultant with Florida Financial Advisors, LLC. Thomas has been in the financial industry since 2018. He is registered to provide investment advice in Florida and Texas. Thomas has experience in securities sales and financial consulting. He is a licensed Series 6, 65 and 26, and SIE. Thomas is dedicated to helping individuals and families achieve their financial goals.

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ADVISOR BIO

Thomas Mitchell is a financial advisor registered with LPL Financial LLC. Thomas is a Registered Representative and Investment Advisor Representative, and has been in the industry since March 8, 2021. Thomas is licensed in Florida and Texas. The advisor has specializations in: 1, 2, 3, 4, 5, and 6. Thomas is associated with the Brandon, FL branch of LPL Financial.

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ADVISOR BIO

Thomas Forbes is a financial advisor at Wells Fargo Advisors Financial Network, LLC. Thomas has been a financial advisor since 1997. Thomas is registered with the Financial Industry Regulatory Authority (FINRA) as a general securities representative and a general securities principal. Thomas is also registered as an investment adviser representative in Florida and Texas. Thomas is a graduate of the University of Florida and has a Master of Business Administration degree from the University of North Florida. Thomas's area of expertise is in providing investment advice to individuals and families. Thomas is committed to providing personalized financial advice to help clients achieve their financial goals.

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ADVISOR BIO

Thomas King is a financial advisor with over 30 years of experience in the industry. Thomas is currently registered with Raymond James & Associates, Inc., and is licensed in multiple states. Thomas has a variety of experience in the financial services industry, including previous roles with CITIGROUP GLOBAL MARKETS INC., ESSEX NATIONAL SECURITIES, INC., ARAGON FINANCIAL SERVICES, INC., and PAINEWEBBER INCORPORATED. Thomas provides financial planning, portfolio management, and investment advisory services to individuals, corporations, and institutions. Thomas has a commitment to helping clients reach their financial goals.

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ADVISOR BIO

Thomas Mandat is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Thomas has been in the industry since 2022 and holds both the Series 66 and Series 7 licenses. Thomas has experience working with a variety of clients including high-net-worth individuals, corporations, insurance companies, and pension plans. Thomas is dedicated to providing personalized financial advice and helping clients reach their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Thomas Hands is a registered investment advisor representative with Dawson James Asset Management, Inc. located in BOCA RATON, FL. Thomas has been in the financial services industry since February 21, 1985. Thomas has been registered with Dawson James Asset Management, Inc. since August 2004. Thomas has prior experience with several other firms including SOVEREIGN EQUITY MANAGEMENT CORP., FALCON TRADING GROUP, LTD., J. GREGORY & COMPANY, INC., J. W. GANT & ASSOCIATES, INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, GLOBAL STRATEGIES GROUP, INC., LANDMARK SECURITIES CORPORATION, and TRADEPORTAL SECURITIES, INC.. Thomas holds FINRA Series 4, 7, 16, 24, 27, 53, 63, 66, 79TO, 99TO, and SIE licenses. Thomas is registered with the states of California, Florida, Illinois, Maryland, New York, Texas, and Virginia.

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ADVISOR BIO

Thomas Edward Grizzell is a financial advisor based in Dunedin, FL. Thomas is registered with Wells Fargo Clearing Services, LLC and holds Series 63, Series 6TO, and SIE licenses. Thomas has been in the industry since June 2024 and has experience providing investment consulting services to institutional clients. Thomas specializes in portfolio management for individuals and businesses and is committed to helping clients reach their financial goals.

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ADVISOR BIO

Thomas Zachary Urfer is an Investment Advisor Representative with over 20 years of experience in the financial industry. Thomas has worked for Morgan Stanley since 2009 and previously held positions at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and H&R BLOCK FINANCIAL ADVISORS, INC. Thomas is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 7, 31, 52, 63 and 65 licenses.

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ADVISOR BIO

Thomas Howell is a financial advisor with over 30 years of experience in the industry. Thomas is currently registered with Cuso Financial Services, LP in Florida and Texas. Thomas is a Series 63 and 65 licensed professional and holds the Series 7 and SIE licenses. Thomas has previously been employed by CUNA Brokerage Services, Inc. and First Montauk Securities Corp. Thomas's experience includes working with individual clients, corporations, and charitable organizations.

SPECIALIZATIONS