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 26; Tiffany, age 25

Community Involvement

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

Hobbies

  • Golf
  • Travel
  • Grilling

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.  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 not working, Heather and her daughters enjoy the outdoors, watching food and home shows and spending time with their two schnauzers.