Broker Check

About Tom Cooper, CFP®

About Tom Cooper, CFP®  

WEALTH MANAGER & CERTIFIED FINANCIAL PLANNER

Email: tcooper@namcoa.com

Direct: 352-857-7273

Personal Profile (ADV2b)

Tom Cooper LinkedIn Profile

Examinations and Professional Designations

  • FINRA: Series 7 (General Securities)
  • Series 66 (Securities Agent/Investment Adviser Representative
  • Series 24 (General Securities Principal)
  • NASAA: Series 65 (Investment Adviser Law)
  • Series 63 (Blue Sky Law)
  • Florida Life Variable Annuity and Health License
  • CMS Medicare Certification with AARP / United Health Care for 2015 and 2016

Post-Secondary Education

  •  FPPT (Florida Public Pension Trustees Assn.)
  • College for Financial Planning, CFP Certificated 1983
  • Life Underwriter Training Courses Level I and II. Completed 1995
  • LUTC Instructor: Financial Principles & Planning. 1995 – 2000

Business

  • Naples Asset Management Company, LLC: Naples, Florida, Certified Financial Planner. 2013-present
  • Global Wealth Consultants, LLC: Certified Financial Planner and Business Development Officer 2011-2013
  • Commonwealth Financial Network: Certified Financial Planner and Investment Advisor. Managed client investment accounts in 16 states. 1996 – 2010
  • INVESTACORP, INC: Certified Financial Planner and managed diverse investment securities and supervised ten branch offices of the firm. 1983 – 1995
  • EF Hutton Life Insurance Company: Managing General Agent. Marketed strategic life insurance and annuity products. Supervised over 100 producing agents in a three state area and facilitated key insurance policies for estate and business planning. 1983 – 1993
  • Financial Alternatives, Inc.: Certified Financial Planner and Investment Advisor. Provided retirement, estate, business, cash flow and other types of consulting services 1981 – 2009

Associations

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  • FINRA Financial Services Institute (FSI) 1995-2010
  • Florida Life and Health Insurance 1980 to present
  • Past NALU Chapter President 1994
  • Presidents Council of Commonwealth Financial Network 1987-2008
  • Gulf Coast Sailing Club 2009 – 2016
  • US Sailing Certified Instructor 2009 – 2016

NAMCOA Firm Experience

It’s worth noting the investment advisory and portfolio backgrounds of NAMCO’s investment advisers, spans over 300 years of cumulative industry experience.

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