automated call

Yes

CRD#

2583423

Firm CRD#

6413

Insurance License#

61277

States Licensed in

CA, DE, FL, KY, MA, MD, MN, NC, NH, NJ, NY, PA, SC, TX, VA, WVA

Years of Experience in Financial Services

30

Number of Years with Current Firm

2

Work Experience

Tom began his career in 1995 at Legg Mason in Hunt Valley, Maryland. After nine years of successfully building his own business, he partnered with another advisor for five years to expand his client base and enhance service offerings. In 2005, Tom earned his CERTIFIED FINANCIAL ADVISOR^™ designation.

In 2012, Tom joined Wells Fargo Advisors in Annapolis, Maryland, and later moved to Janney Montgomery Scott in 2017. By 2023, Tom transitioned to LPL Financial to establish his own business, EPE Wealth Advisors in Crownsville, Maryland.

Tom specializes in advising individual advisors and small business owners and is currently accepting new clients. His expertise includes financial planning, retirement income planning, investment management (including workplace retirement plans), life insurance, long-term care, disability insurance, college planning, and annuities. As a fiduciary, Tom manages client assets using a fee-based advisory platform.

Work with the following types of clients

Non-Profit Organizations, Businesses, Individual Investors

Advisory Services Provided

Financial Advice & Consulting, Investment Advice & Management, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Risk Management