CW Advisors
Tom Raynor, CFP® is a Senior Financial Planning Associate with extensive experience in the financial services industry. Currently at CW Advisors since May 2021, Tom previously held the same title at Pinnacle Advisory Group from January 2008 to May 2021. Tom's educational background includes a Bachelor of Science in Finance from the University of Baltimore, completed between 1991 and 1993, and earlier studies at Towson University from 1989 to 1991.
CW Advisors
CW Advisors (formerly Congress Wealth Management LLC) is a SEC-registered investment management firm, developing innovative wealth solutions for high-net-worth individuals, families, foundations and endowments. Though each of our client’s needs are unique, there are common threads to what they seek from our firm; to protect and grow assets, superior service, and sound, objective advice. We go well beyond the services traditionally associated with wealth management by providing a fully integrated approach to financial planning, investment consulting and management, and specialty services tailored to your needs. We provide our clients with access to a unique blend of seasoned investment professionals employing a collaborative process designed to reach timely, well-reasoned investment decisions. In addition, we provide an unparalleled customer service model designed to ensure a deep understanding of your situation and goals, and awareness of the personal and family/business dynamics that influence financial planning choices. Our goal is to serve as center of service and stability to assist clients with stewarding their wealth, thereby ensuring the preservation and growth of their financial assets. Registration does not imply a certain level of skill or training.