A real relationship Helping you pursue your life's goals

Thomas Darin "Tom" Drake, CIMA®, CRPC®

First Vice President - Wealth Management
Certified Investment Management Analyst (CIMA®)
Chartered Retirement Planning Counselor (CRPC®)
Senior Portfolio Manager






Clear Lake Office
2525 Bay Area Blvd
Suite 350
Houston, TX 77058

Our relationship forms the basis of all of our work together. I don't make decisions for you–I make them with you. I listen closely when you share your priorities and concerns. Our discussions help me provide guidance so that you can gain control, weigh your next steps and create the right course of action.

It all comes down to delivering advice that is relevant to your life and your financial success.

My perspectives


Art Cashin on the markets

Art Cashin on the markets

Top of the Morning Podcasts

Top of the Morning daily podcasts