About Us

Thomas C. Davis, RFC

Tom graduated from the University Of Florida (THE GATOR NATION) in 1973 Phi Beta Kappa with high honors where he studied urban administration and environmental policy making. He entered the financial services business as a career agent for Pacific Life in September 1973. In 1974, he entered the management development program with Pacific Life and served as a sales manager and agency manager of the Tampa office.

Tom left the agency management in 1983 to pursue his own independent financial planning practice. In 1984 he became a Charter Member of the International Association of Registered Financial Consultants. This early association was focused on planners that met stringent education, licensing and continuing education requirements. The IARFC is the only financial planning professional association that requires its members to meet seven stringent requirements. The maintenance of proficiency with a minimum of 40 hours per year of continuing education in the field of financial planning distinguished the RFC from other professionals. The IARFC is convinced that extensive on-going professional education is essential for an advisor to serve the public effectively.

Tom is a member of the National Association of Insurance and Financial Advisors, a member of the Tampa Bay Estate Planning Council, a member of the Financial Services Institute, and a Life and Qualifying member of The Million Dollar Roundtable.

Tom´s has served in many civic, community and industry capacities including:

  • Charter President of the Sunshine City Jaycees where he earned the Milestone Award for Excellence
  • Past President of the St. Petersburg Civitan Club.
  • Awarded The Preston Hotchkis Distinguished Award, a national award for financial services industry achievement and community involvement
  • Member St. Petersburg Kiwanis Club
  • Member Palm Harbor Optimist Club
  • Board of Directors Tampa Ducks Unlimited
  • Parish Council, All Saints Catholic Church

Tom currently lives in Clearwater, Florida with his wife Carole and their two children, Alexia and Joe.

He can be reached through email or his office phone, (813) 314-2284.