Klingman & Associates, LLC

Skilled financial professionals committed to your goals

 

Tom Klingman
Tom Klingman
Wealth Advisor

Tom provides comprehensive wealth management and investment advisory services to high net worth individuals and their families. Having grown up in and around the Klingman business and its clients, Tom enjoys his continued engagement with our client families including their successor generations, as well as developing new client relationships. Tom joined Klingman & Associates in 2012 as an Investment Analyst after working as an analyst in Deutsche Bank's Global Investment Banking group. He is also a member of Klingman & Associates' Investment Committee.

Tom received his bachelor's degree from Princeton University, where he also competed as a member of the Men's Varsity Golf team. He holds the AAMS® certification from the College of Financial Planning. Tom and his wife, Sarah, welcomed their first child, Catherine Jane, in September 2017. They live in the Chelsea neighborhood of Manhattan with their two dogs, Lily and Carver. Outside of the office, Tom is an avid golfer, skier and New York sports fan.

 

Raymond James is not affiliated with any of the organizations listed above.

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