Vice President Wealth Management Officer 781-320-4865
Thom has more than 25 years experience in the financial services industry. Prior to joining Plimoth Investment Advisors in 2011, Thom was employed with BNY Mellon as a Regional Wholesaler, providing sales and client service to bank trust departments in New England.
As a Wealth Management Officer, Thom is responsible for the client service and trust administration of his clients, working closely with the Investment Officers assigned to his relationships. He also works closely with local estate planning attorneys and accountants to develop mutual referral sources.
Thom is a graduate of the State University of New York at Oswego. He is an active member of the Norfolk & Plymouth Estate Planning Council, the Bristol County Estate Planning Council, the Rockland-Hanson Rotary Club, where he serves as Treasurer, the Arc of Greater Plymouth, where he helps coach the Buddy Ball program, the MA D.A.D.S (Dads Appreciating Down Syndrome), and Special Olympics.
Thom lives in Whitman with his wife, Lisa, and his three children. He runs the Whitman Woods Ping Pong Club and speaks fluent German.