As a Financial Advisor at Foundations Financial Partners, LLC Tommy provides comprehensive wealth management services including, investment management, risk management, and financial planning to individuals, families, and businesses. He holds FINRA Series 7 and 66 registrations and is a licensed life, accident, and health insurance professional.
Tommy Graduated from Florida State University in 2022 with a Bachelor of Science in Finance. At FSU, he was an active member of the Investing Club, Real Estate Club, and Pi Kappa Alpha fraternity.
Prior to joining Foundations, Tommy gained valuable industry experience through his internships at two different financial advising firms in Newtown, PA. His role included assisting in the creation of personal wealth plans, developing client relationships, and handling various service requests.
“One of Foundations’ fundamental beliefs is that integrity of service, transparency in communication, and a passionate pursuit of professional excellence are the foundations upon which trust can be built and sustained. This mutual mentality is an important part of why I chose to build my financial advising practice with FFP. Each day I strive to define that standard of excellence for myself.” - Tommy
Tommy resides in Richboro, PA. He enjoys working out, traveling to new cities, and spending summers and holidays in Margate City.
“Beware of the little expenses, a small leak can sink a great ship.” - Benjamin Franklin