Financial - TBR

As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. It's also important to understand the level of risk you're comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals.
Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. We can also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. All of this leads to a relationship and partnership focused on your success and becomes second to none in your financial world!

I graduated from Shepherd University with a bachelor's degree in business administration with a concentration in small business entrepreneurship and this has fueled much of my career, as I have been in the financial industry supporting business owners and their families' needs since 2012.

The greatest token of your appreciation is referring me to someone you care about. It would be my honor to be their financial partner as well!

CRD# 7127454; FL W593049.

At Focus Wealth Strategies, LLC, our “Primary Mission” is to help our clients and their families pursue their financial goals by creating an office committed to professional service, integrity, honesty, and straightforwardness. We do this by always keeping the best interests of our clients as our top priority.

We strive to always have an answer to our clients’ questions, but when we don’t have the answer right away, we are devoted to getting the answer as soon as possible.

We are ardent about serving our clients no matter where they live in Florida.

We have two office locations where our clients can visit us, or we are always willing to make the effort to visit them in their homes if it is inconvenient for them to come to us.

We can also communicate via phone, mail, or by e-mail.

As with all full-service investment firms, we offer a complete range of investment services and products including individual stocks and bonds, mutual funds, fixed and variable annuities, real estate investment trusts, and managed accounts, along with life, health, long-term care, and disability insurance.

Tom Mitchell serves as a LPL Financial Advisor with Focus Wealth Strategies, LLC.
Before joining Focus Wealth Strategies, Tom was blessed with a 30-year career as a Commercial Banker providing consultative financial advice to owner managed businesses, professionals and real estate investors.

As Tom and his wife, Rhonda have slowly moved toward being empty nesters, Tom felt a call to also assist other individuals moving into a new season of life.

Tom has a B.S. degree in Finance from the University of South Florida.

His professional registrations include the Series 7 and Series 66 security license held through LPL Financial, and his Florida Health, Life and Variable Annuity license.

Born and raised in the Tampa Bay area, Tom and his family have been active members of Hillsborough United Methodist Church for the past 35 years. He currently sits on the Leadership Team as the Missions and Outreach Team Leader and is a current board member for the Florida Marketplace Ministries, Inc.

Tom and Rhonda have been a foster family for 15 years and are blessed with eight amazing children.

In his spare time, Tom loves camping and hiking with his family and serving at the Thrift Store for his church.

LPL Financial Advisor at Focus Wealth Strategies, LLC
Tom has a B.S. degree in Finance from the University of South Florida.
Tom and his family have been active members of Hillsborough United Methodist Church for the past 35 years.

Helping You Create a Financial Plan That Grows With You
Financial security is something many of us strive to achieve in our lives.

You try to do what's right for those you care about, but the wrong financial decision can often undermine the best of intentions.

Whether you are concerned for your own financial needs or those of your family or your business, I can help you identify your goals and dreams and develop a plan that addresses these needs and gets you started on the path to financial security.
THE NORTHWESTERN MUTUAL DIFFERENCE
 

We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.

Best Life Insurance Company ranked by NerdWallet, 2019 to 20201
AAA, Aaa, and AA+ the highest financial strength ratings of any life insurer from all four major rating agencies2
Top 10 U.S. Independent Investment Broker-Dealers3