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Qualifications of Financial Advisor in Saint Simons Island

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Financial Advisors in Saint Simons Island, Georgia
Financial Advisor Office Location Phone Number
Tom McDermott,
A.P.A. F L.
3010 3rd Street South,
Jacksonville, FL  32250
(904) 222-8491
Steve Crossett,
Financial Engines Advisors, LLC
4651 Salisbury Road,
Jacksonville, FL  32256
(904) 642-3939

Information on Qualified Financial Advisors in Saint Simons Island

Qualifications CRD# 4369434
FirmCRD# 149414
Series 65

Compensation/Fee I am a Fee-Based financial professional, Based on Assets


Office Location 3010 3rd Street South,
Suite A,
Jacksonville,
FL 
32250
Phone Number (904) 2228491

TOM MCDERMOTT entered the insurance and financial industry in 1988. His desire and passion was to help others prepare for their long term income needs in retirement. He started in the little town of Cookeville, TN and was asked to move to Raleigh, NC a short time later to help with a struggling office. Tom accepted the challenge and turned the office around to be productive in a very short time. As a result of his hard work and his 'putting others first attitude,' he became one of the top five advisors with a national insurance company. In 1993, Tom decided to go independent. That meant Tom could always put the clients interest in front of a companys interest. This created an even better opportunity for his clients. The independence allowed him to become one of the top advisors in the nation. Tom, in addition to working with clients, also works with agents and advisors around the United States. He has been described as 'The Advisor to the Advisor.' Tom focuses on staying current with the issues and concerns that plague his clients. He has dedicated himself and his staff to staying current with issues and solutions available to better work with his clients. Tom has a team of attorneys and CPA's at his disposal to help with any legal and tax issue.

About A.P.A. F L.

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.



Qualifications CRD# 1977387
FirmCRD# 104510
Series 7, 8, 63, 66

Compensation/Fee I am a Fee-Based financial professional


Office Location 4651 Salisbury Road,
Suite 400,
Jacksonville,
FL 
32256
Phone Number (904) 6423939

"Joined Financial Engines in 2007. Began his career in the financial services industry in 1993. Successfully completed the Series 7, 8, 63, and 66 examination(s) administered by FINRA. Earned the Chartered Mutual Fund CounselorSM (CMFC®) certification(s). Bachelor's degree in Economics and Finance from the University of West Florida. Hometown is Dunedin, FL. Married to Fane. They have two children: Emily and David. Steve enjoys golfing, movies, and politics."

About Financial Engines Advisors, LLC

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize- winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).