Our Team

Tom Agostinelli

President

Phone: 855-866-8296

Email: tom@tawmonline.com

Tom Agostinelli has over 20 years of financial experience. Mr. Agostinelli has a custom approach to investing. His passion in helping affluent investors is based on a highly disciplined process that examines your financial goals, risk tolerance, time horizons and other critical aspects of your financial life. This ongoing process allows his team to tailor a flexible plan that is designed to help you address and anticipate your changing needs.

Biography

  • Hometown: Venice, Florida
  • Children: Thomas, age 29; Tiffany, age 28

Community Involvement

  • Our Lady of Lourdes Catholic Church
  • Knights of Columbus
  • Loyal Order of Moose
  • Chamber of Commerce

Hobbies

  • Golf
  • Travel
  • Grilling
  • Boating

Mike Mailey 

LPL Financial Advisor

Phone: 855-866-8296

Emailmike.mailey@lpl.com 

 

With nearly 15 years of industry experience, Mike spent several years focused on retirement planning and structured index strategies with Allianz, one of the world’s largest asset managers. He honed his investment expertise for seven years with Philadelphia-based FS Investments, an industry-leading alternative asset manager that was partnered with the Blackstone Group. Mike began his financial services career with specialty ETF firm, Pacer Financial, learning the essentials of portfolio construction and asset allocation.

Hailing from the Philadelphia area, Mike is a graduate of the University of Delaware Alfred Learner School of Business with a BA in Economics. He holds his Series 7, Series 63, Series 65 through LPL Financial as well as Life, Health and Variable Annuities Agent License in the state of Florida. Mike earned his Certified Investment Management Analyst (CIMA®)  designation from the Wharton School of Business at the University of Pennsylvania.  He resides in South Florida with his fiancé Lindsay and daughter Parker.


Heather A Smith

Client Services Manager  

Phone: 855-866-8296

Email: heather@tawmonline.com 

Heather Smith is our Client Services Manager.  Before joining T A Wealth Management, she worked for another Financial Services firm in North Carolina as their Client Services Manager.  Heather brings over 20 years of experience in client services and her main focus is assisting in the day to day operations of our firm.
 
Heather has two amazing teenage daughters.  Her oldest daughter is currently serving in the United States Navy and her youngest is a Junior in high school. She is originally from Pennsylvania and in 1994 she joined the United States Navy where she was stationed at MCAS Cherry Point in Havelock.  She fell in love with North Carolina and has made that her home.  When she is not working she enjoys spending the weekends in Charleston, SC visiting her boyfriend or heading out to listen to local live music.