Thomas F. Scanlon, CPA, CFP®
Tom has an extensive background in the areas of financial, tax and estate planning. He provides customized wealth management solutions to clients with sophisticated needs. Tom affiliated with Raymond James Financial Services, Inc. to provide independent financial planning services.
Tom is a CERTIFIED FINANCIAL PLANNER™ Practitioner and a Certified Public Accountant. He is a member of the Financial Planning Association, the American Institute of Certified Public Accountants and the Connecticut Society of Certified Public Accountants. Tom received his bachelor’s degree from Bryant College in 1980.*
He has been a frequent speaker for area organizations, has most recently been quoted on CNBC & AARP’s blog. Tom has also appeared on Fox 61 News and has been a guest columnist for a number publications including Barron’s, The Hartford Courant, The Hartford Business Journal, The New Haven Register, Money Magazine, and Blog Talk Radio.
*Raymond James does not provide any tax or accounting services.
Maria McEvoy, Administrative Assistant
Maria is responsible for client communications and supports Tom in his vital business. She works on client outreach and assures that all administrative issues are handled promptly and with the highest degree of competence. Our clients appreciate her attention to detail; her communication skills & her engaging personality. Maria has a entrepreneurial spirit and is a true team player.
Maria is a graduate of the University of Connecticut and has a background in Marketing and Graphic Design.
Tax and accounting services are not offered through Raymond James.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame logo) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.