tom.mccormick@benjaminfedwards.com
Phone: 228-284-3131
Toll Free Phone: 866-284-5411
Phone (Direct): 228-284-3131
Benjamin F. Edwards - Gulfport, MS
401 Cowan Rd
Ste D
Gulfport, MS 39507
Check the background of this investment professional on FINRA’s BrokerCheck

Tom McCormick, CFP®

Financial Advisor, Vice President – Investments

MY PROFESSIONAL APPROACH

As a financial advisor, I firmly embrace the principle of putting my clients first and working with them in an atmosphere characterized by trust, integrity and mutual respect.

My client-first commitment to you begins by asking questions and listening to your responses about your current situation and plans for the future. Are you caring for a family? What are your income needs now and during retirement? Are you transitioning your wealth to the next generation?

As we discuss these issues, we’ll work side-by-side to evaluate your current financial picture and explore your investment time horizon and your tolerance for risk. Each of these steps will help us develop a personalized investment program that will be designed to meet your current and projected needs.

MY BACKGROUND

Drawn by their client-centered approach to financial services, I joined Benjamin F. Edwards & Co. in 2016 as a financial advisor and facilitated the opening of our Gulfport, MS, office. I began my financial services career in 1979 and I’m passionate about educating clients and helping them achieve their goals through proper planning and investment strategies.

Outside of work, I enjoy spending time with my wife, Susan; and our children and grandchildren. In addition, I like to read, listen to music, and enjoy time outdoors.

AREAS OF CONCENTRATION

  • Asset Allocation
  • Education Planning Strategies
  • Estate Planning Strategies
  • Financial Planning Strategies
  • Investment Strategies
  • Retirement Planning Strategies
  • Wealth Management

EDUCATION

  • University of Southern Mississippi, Bachelor of Science Degree in Marketing
  • CERTIFIED FINANCIAL PLANNERprofessional (CFP®), 2008

My Community Activities

  • First United Methodist Church, Member
  • Mississippi Methodist Conference Foundation, Board Member

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.