Tom has been a member of AVZ Wealth Management since it was formed in 1999. He has been a leader with AVZ & Co., P.C. since 1977 and expanding his services into Wealth Management has been a natural fit. Today, he is a financial advisor, having passed the FINRA Series 7, FINRA Series 66, and New York State Life and Health Insurance exams. He is also a Certified Public Accountant and having served as managing partner of AVZ Certified Public Accountants from 2001 until 2015. He earned a Bachelor of Science in accounting from Marist College and an Associate’s degree in business from SUNY Farmingdale. He is also actively involved in the community, serving on the Board of Directors for Long Island Cares, Inc. and chairman and member of the Board of Directors of ACIT.
Get to know Tom—
What inspired you to go into wealth management services?
I’ve always enjoyed interacting with people. Wealth management services has allowed me to take even more of a personal interest in my clients’ financial future.
What do you think your clients would say about working with you?
I believe my clients view me as responsive and someone who keeps their trust. I work hard to help guide my clients in the right direction toward their goals.
Tell us about your family.
I’m married to Colleen and we have three children—Erin, Thomas and Katelyn.
What is your favorite movie?
I am a fan of the movie “Jaws”.
Who is your idol?
My favorite sports team is the New York Yankees and I’ve always admired Mickey Mantle.