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
Email: mike.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