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Thomas G
Series 63, Series 65
Sugar Mountain, NC
Raymond James & Associates
Thomas Goelz is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He previously worked at UBS Financial Services Inc. for nine years before joining Raymond James in 2018. Outside of advising, he is a partner in TD Event Management LLC, which coordinates fastpitch softball tournaments. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, and municipalities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, using a range of portfolio management styles and supported by affiliated research and model managers.
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