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Our financial advice team


Thom Newcomb

Thom Newcomb

MBA

Private Wealth Advisor

Chartered Retirement Planning CounselorSM
A.I.I. Financial Group
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 4.4 out of 5 rating based on 8 reviews

Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Retirement Planning Strategies
  • Small Business
  • Investments

Interests

  • I enjoy boating locally and shoreline trash clean-up.
  • I really enjoy investment research and portfolio strategies.

Awards & recognition

  • Ameriprise Circle of Success, "2009,2010,2011,2012, 2013, 2014, 2015"
  • Ameriprise National Franchisee Advisory Council , 2016 - 2019

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • MBA, Finance, University of West Florida, Pensacola, FL

Community participation

Junior Acheivement-Volunteer Classroom teacher

American Cancer Society-Cattle Baron's Ball Big Brothers

Big Sisters Fund Raiser Navarre ZOO- kids to camp sponser

Lacy A Collier Snoezelen Sensory Complex- sponsor & fund raiser

Greater Escambia Community Foundation - donator