Thomas Rockel

Tom has earned the Private Wealth Advisor designation from Raymond James. This designation reflects his experience in managing the financial concerns of families, individuals and organizations of significant wealth, and his mastery of methods and resources necessary to support their expansive financial interests. Tom has also obtained the Accredited Asset Management Specialist℠ – AAMS® certification. This curriculum included demanding study, exams, experience and ethical training. He has been with our team for over eight years. Tom graduated from the University of Delaware where he earned a bachelor’s degree in finance with a minor in history. He played on the Men’s Club Rugby team as a lock and will tell you about his many injuries from his playing days. As an avid reader and podcast listener, he will gladly discuss human financial and ethical behaviors at length, if given the opportunity. Tom was born in Washington D.C. and raised in Wilmington, Delaware, where he likes to return semi-annually to visit friends and family. In his spare time, Tom will be found outdoors playing golf, tennis, volleyball, paddle tennis or you name it.