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Specialties
As a Financial Advisor, Thomas works with business owners and founders to accelerate growth, develop robust succession plans and protect generational wealth.
His comprehensive wealth management services extend well beyond traditional investments and encompass both sides of the balance sheet. Prior to joining Morgan Stanley, Thomas worked for two prominent New England families sourcing, structuring and negotiating over $300 million in private equity and real estate deals. Thomas graduated Tufts University with a Bachelor’s of Science in Engineering Science and received his Masters in Business Administration from Babson College with a concentration in finance and is a member of the Boston Estate Planning Council. Thomas resides in Charlestown, MA with his wife Alison and two children Madeleine and Jack. Outside of work, Thomas enjoys coaching local youth sports, spending time with family and giving back to the community.
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CAP®
Chartered Designations
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Securities Agent: NC, GA, FL, DC, MD, ME, VT, NM, KS, VA, SC, OH, MN, DE, TX, RI, OR, NV, NJ, IL, CT, AZ, NH, CO, CA, PA, MA, WA, UT, NY; General Securities Representative; Investment Advisor Representative NMLS#: 1949117