Experience Makes all the difference

Tom joined Kidder, Peabody & Co, a UBS Financial Services predecessor firm, in 1984. He is a life long Toledo resident. He graduated from St Francis De Sales High School and holds a degree in Business from the University of Toledo.  In his 35 years with the firm, he has successfully managed client assets through 3 recessions and many market corrections. Tom's approach matches his clients' investments to their objectives and risk tolerance as he advises over $100 million in assets held in UBS accounts. Tom is on the Board of Toledo Opera and a supporter of the Boy Scouts of America. He is an Eagle Scout.

Professional Experience

Company

Title

Location

Duration

UBS Financial Services Inc.

First Vice President - Wealth Management

May 1984 - Present

Registered States:

AZ, CA, CO, CT, DC, FL, GA, IA, IL, IN, MA, MD, MI, MN, MO, NC, NH, NJ, NM, NY, OH, OK, OR, SC, TN, TX, UT, VA, VT, WA, WI