Tom Smith
Thomas Smith is a CERTIFIED FINANCIAL PLANNER ™ professional with an undergraduate business degree from The University of Toledo, Master’s degree in business and finance from Arizona State University, and personal financial planning certificate from Kennesaw State University.
Tom started his professional career as a stockbroker with Merrill Lynch and spent 15 years as a Vice President of fixed income securities with both The First Boston Corporation and Lehman Brothers. He is an experienced individual income tax preparer with H&R Block.
Entrepreneurial and administrative credentials include founding principal and Chief Financial Officer of a startup environmental contracting company. Formerly held FINRA Series 7 General Securities, and FINRA Series 66 Uniform State Law Licenses (Stock, Bonds, Options, Limited Partnerships, and Mutual Funds), Life and Health insurance license.
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