Thomas R. Beeby II
As a Financial Advisor Assistant at Foundations Financial Partners, LLC, Tommy specializes in supporting our advisory team with comprehensive portfolio construction, wholistic financial planning and building meaningful relationships with our clientele through account servicing.
Tommy graduated from the University of Delaware in May 2022 with a B.S. in finance and minor in economics. He continued his education at UD, earning a master’s degree in international business from the Alfred Lerner College of Business & Economics in May 2023. During his time at Delaware, Tommy was a player on the D-1 lacrosse team where he earned multiple CAA All-Academic honors and was an integral part of a 2-time winning CAA Championship team. Tommy was also a member of the team’s coaching staff, serving as the Head of Alumni Relations and Player Career Development while earning his graduate degree. He has stayed connected to his alma mater, now running the Men’s Lacrosse Alumni Association which helps promote professional and social networking amongst past and current members of the team.
Prior to joining Foundations, Tommy was an Analyst at a wealth management RIA in Manhattan. He served as a point person, servicing over 60 HNW and UHNW clients. He helped deliver tailored financial plans, personalized portfolio allocations across all asset classes, and meeting materials with comprehensive performance, tax and estate details. Through his experience, he developed a diverse knowledge of wealth management strategies.
“I have a passion for helping our clients pursue what matters most to them. A comprehensive, connection-driven wealth management strategy begins with deeply understanding each client’s values, personal connections and financial objectives. This is my “north star” of how I treat each client relationship.”
Tommy is from Westchester, NY and currently lives in the Philadelphia suburbs. He volunteers for the C4 foundation – an organization created to provide resources and support to active-duty Navy SEALs and their families. He enjoys nothing more than being with his family and friends, whether at the beach, golfing, enjoying good food, or cheering on his New York sports teams.
“Anything worth doing, is worth overdoing.” – Shane Patton
