Thomas’s Story
Thomas, originally from Northern New Jersey, grew up in a family rooted in public service and helping others—a foundation that shaped his dedication to making a difference. He became the first student at Ramapo College of New Jersey to double major in Finance and Accounting, setting the stage for his future success. To further refine his skills, Thomas earned a Master of Science in Financial Planning from the American College of Financial Services, positioning himself as a highly knowledgeable advisor.
Since beginning his career in financial services in 2019, Thomas has built a reputation for delivering client-focused solutions that prioritize his clients’ unique goals and values. In 2022, he relocated to Saint Petersburg, Florida, to expand his practice and serve the local community. His partnership with Taylor Financial has elevated his ability to offer comprehensive, personalized financial planning services.
Thomas specializes in working with business owners, executives, and their families. He provides a range of solutions, including tax-saving strategies, custom investment portfolio management, retirement income planning, multigenerational wealth transfer, and business planning. His clear, practical approach ensures his clients feel confident and empowered as they navigate their financial journeys.
Outside of his professional endeavors, Thomas is an active member of the St. Pete Yacht Club, where he enjoys golf, fishing, and connecting with fellow members who share his love for the outdoors.
A passionate endurance athlete, Thomas competes in Ironman triathlons and ultra-marathons, embodying resilience, focus, and a commitment to excellence—qualities that define his approach to both life and financial planning.
In addition to his career, Thomas has given back to his community through volunteer work, including serving as Vice President of the Board of Education for South Hackensack Memorial School District and as a volunteer firefighter.
I am licensed to sell insurance in: AZ, CA, FL, IL, KY, ME, MS, NC, NJ, NY, OH, PA, TX, WA. Domiciled in FL, CA Insurance License Number 4218984.
I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC, Member SIPC (www.sipc.org). Supervisory address: 4830 W. Kennedy Blvd, Suite 800, Tampa, FL 33609. Taylor Financial is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies
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Adam Taylor2024-12-18 11:55:142024-12-18 11:57:022024 VACO Charity Golf Tournament
