Tom Pratt

We live in a fast-paced, constantly changing world. One of my responsibilities is to help my clients maintain their financial focus, so that they can achieve what's important to them and their families. My staff and I work diligently to provide our clients with high quality financial planning, advice and service.

With over 25 years experience in the financial industry as a professional advisor, speaker, educator, facilitator, and consultant, allows me to bring extensive personal insights to my clients. I provide the extra confidence that comes from a relationship with someone who understands how to help people clarify their financial goals and create action plans to turn dreams and aspirations into reality. My primary focus is on creating a one-to-one relationship that provides tailored financial solutions specifically for YOU!

Services Offered
I provide comprehensive financial planning for individuals and small businesses. Including, cash flow management strategies, investments, retirement income/distribution strategies, asset protection, family security, estate planning strategies, tax management strategies and wealth preservation.

Business Experience
• 2006 to present, Financial Advisor/Planner, Pratt Financial Group, LLC, Ft Lauderdale FL
• 2003 to 2006, Financial Advisor, Ameriprise Financial Services, Inc., Boca Raton, FL
• 1995 to 2003, Senior Financial Consultant, Citigroup Inc., Miami, FL
• 1991 to 1995, Director of Business Development, Professional Training Resources, Inc, Ft. Lauderdale, FL
1986 to 1991, Branch Vice President, Washington Mutual Bank, Ft. Lauderdale, FL

Community Service
• President for the Coral Springs-Parkland Rotary Club (Year: 2006/2007)
• Director for the North Broward YMCA
• Broward County Schools Partners in Excellence (J.P. Taravella and Stoneman Douglas High).

Education
1987: Florida International University, B.B.A. National Association of Security Dealers (NASD): Series 6,7,63, & 65 licensed. Florida Department of Finance: Life/Health/Variable Annuities Insurance licensed.