Tom received his Bachelor of Science in Business Administration, majoring in accounting, from Bryant College (University) in 1975. Tom went on to obtain his Masters of Business Administration in Taxation from Iona College’s Hagan School of Business. In addition to his MBA in Taxation, Tom is an IRS Registered Tax Return Preparer. Tom currently holds Series 6 Investment Company Representative and Variable Contracts, Series 62 Corporate Securities Representative with LPL Financial; and Series 66 Investment Company Representative with Private Portfolio Partners and LPL Financial.
Tom has over 35 years of experience in the accounting and auditing industry; and over 16 years of experience in the financial services and wealth management industry. Tom offers tax preparation and accounting services through his other business - Caruso & Caruso, LLC.*
Tom is known to his clients as their “Financial Resource“. He believes in educating his clients and sharing information on various topics and is frequently asked to share these materials with their friends and family. Tom assists Domenica as she works with individuals with regard to their tax & financial needs. His mission is to develop lasting relationships with clients.
* Caruso & Caruso, LLC is a separate entity from LPL Financial and Caruso Financial Group, LLC.