Meet Your Team

Managing Principal | PIM Portfolio Manager

Tom is Managing Principal, PIM Portfolio Manager and has been on the Platinum Council* from 2007-2024. He has been an advisor to high-net-worth families since 1997. He enjoys working with families over many years and generations. Tom seeks to understand each family's unique needs to provide valuable, customized advice.

Tom holds degrees in accounting and business administration. He served as Assistant-Controller for Jacksonville University.

Philanthropy and community involvement is a priority for Tom and has included in the past: Mayoral appointment to the Jacksonville Citizens Planning Advisory Committee (Dist. 2), Treasurer of the Hunter's Mill Community Association, a volunteer continuing education teacher for Jacksonville University and the Duval County Community Schools Program, Chairman of the Hendricks Day School Charity Golf Tournament, Founder of Serving up a Cure tennis tournament benefiting cancer research, President of Deerwood Gives Back Inc., a 501(c)3.

Tom is an avid tennis player and serves as an Assistant Coach for JJVA Boys Volleyball. He is married to his college sweetheart, Rebecca and they have three children: Meghan, Chelsea and Tommy. The Forbes’ reside in the south side of Jacksonville.

CA Insurance License 0F31184, Resident State Florida

*The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.

Executive Vice President | Investment Officer

Alex is Executive Vice President – Investment Officer with Bridgemont Wealth of NFLA Financial Partners of Wells Fargo Advisors Financial Network. With over thirteen years of experience in the financial services field, he focuses on serving families by designing strategies for asset accumulation, preservation and wealth-transfer. He’s passionate about bringing clarity and confidence to families, individuals and businesses making important financial and investment decisions.

Alex’s career started in banking in 2010. In 2013 he moved into the private wealth space, where has spent more than a decade consulting with families and business owners as they navigate complexities around financial planning. He has built his practice on an unparalleled client experience and prides himself on providing unbiased, objective advice. He holds the ACCREDITED WEALTH MANAGEMENT ADVISOR℠ designation from the College for Financial Planning. This designation encompasses extensive education in the areas of wealth management for high-net-worth families, advanced investment strategies, succession planning for business owners, income & estate tax planning* and executive benefit design.

Alex and his wife Brittany reside in Jacksonville with their daughter Ellie Kate. They are University of Florida Athletics Scholarship Club Gator Boosters. Alex currently serves on the Board of Directors for The River Club and is a Green Jacket Member of the Gator Bowl Sports Committee. Alex is passionate about local charities and is a sponsor of the Gator Bowl Dream Team and the Kilwins Ice Cream Run, benefiting the Clarke School. You can often find Alex hosting game nights at his home with friends, playing tennis or in the Swamp cheering on the Gators.

CA Insurance License 4106406, Resident State Florida

*Wells Fargo Advisors Finanical Network is not a legal or tax advisor. However, Alex will be glad to work with you, your accountant, tax advisor and or lawyer to help you meet your financial goals.

Vice President

Tom is a Vice President and Private Investment Management (PIM) Portfolio Manager* at Bridgemont Wealth. He primarily focuses on building equity income portfolios for clients. Tom holds a Bachelor of Science Degree in Marketing from Jacksonville University and holds Series 7, 9, 10, 66 and 33 registrations along with life insurance, long term care and annuity licenses in many states.

Prior to finance, Tom spent 22 years in the digital imaging and cardiopulmonary industries. He was responsible for sales and marketing in the United States and Canada for many of those years.

Tom is a licensed pilot and an avid outdoorsman. Tom and his wife Debbie have 3 daughters, 2 sons and 8 grandchildren. Tom and Debbie split time between their homes in Jacksonville and Crescent Beach.

*The PIM program is not designed for excessively traded or inactive accounts and is not appropriate for all investors. Please carefully review the Wells Fargo Advisors Financial Network advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.

Senior Registered Account Administrator

Barbara is a Senior Registered Account Administrator. In this role, she helps clients with investment recommendation implementation and oversees our client service model.

Barbara began her career in financial services in 1991 with Barnett Securities. She has enjoyed relationships with clients for many years and knows all our clients personally.

Facts about Barbara:

• Registrations include Securities (Series 7), Options Trading (Series 4), Commodities and Futures (Series 3), Series 63 and Series 65.
• Associate in arts degree from the Florida State College at Jacksonville.
• Barbara resides in Arlington with her husband Billy and their two fur-babies.

Account Administrator

Peyton is an Account Administrator for Bridgemont Wealth. Peyton assists clients with new client onboarding, account administration and maintenance, implementing our service model through review preparation and scheduling.

Facts about Peyton:

• Graduated from the University of Florida with a bachelor’s degree in psychology, a minor in business administration, and was an active member of Kappa Alpha Theta.
• Enjoys cooking, painting and spending time with her family – especially her dog, Ellie.
• Jacksonville native and resides in San Marco.