Tom Carlow

About Tom Carlow

At 1776 Financial Services we work with private clients and small businesses as their trusted advisor, creating and maintaining financial plans, keeping our clients on track to meet their ultimate goal. 1776 Financial Services is an independent wealth management practice which offers securities through Raymond James Financial Services, Inc, Member FINRA/SIPC.Our team dedicates itself to help individuals, families, small businesses and non-profit organizations prepare for the future. We demonstrate the ability to create retirement plans and portfolios tailored to your financial needs and designed to account for change, both in the markets and in your circumstances.I would welcome a connection if:You are in need of customized or even general financial advice or guidance You are a CPA or attorney interested in providing another resource for your clients You would like to learn more about our Investment and Wealth Management ProcessSecurities offered through Raymond James Financial Services, Inc, member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Please follow this link to Important Disclosure Information: http://raymondjames.com/smicd.htmCertified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, CFP® (with plaque design) and CFP® (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board\'s initial and ongoing certification requirements.

Experience

1. Financial Advisor

   1776 Financial Services, Inc; Raymond James

   Aug 2015 — Present · Franklin, MA, US

   Have developed and refined a process of investing that can help clients gain confidence- Identify lagging areas in client portfolios in the hopes of helping them reach their long term financial goals - Create in depth Financial Plans to paint a picture for clients, determining whether or not they are on track for an independent retirement

Education

• Fitchburg State University

  Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services

  2011 — 2015

Skills

• Microsoft Word
• Time Management
• Program Management
• Budgets
• Public Speaking
• Powerpoint
• Microsoft Excel
• Social Media
• Management
• Marketing
• Microsoft Exchange
• Microsoft Office
• Event Planning
• Teamwork
• Leadership
• Customer Service
• Retail