Founding Partner
Originally from West Chester, PA, Tom began his career in the financial services industry at Lord Abbett & Co, an asset management firm based out of New York City. Having developed a unique skillset in asset management he quickly found a passion for helping clients more directly and joined Raymond James & Associates as a financial advisor. After working on a team at Raymond James that managed 1.2 billion dollars in client assets, Tom was recruited to Morgan Stanley where he furthered his career in their Private Client Group. Placed in the flagship wealth management office in New York City, Tom was Co-Head of Investments for a 350-million-dollar team. While at Morgan Stanley he was able to work alongside some of the most seasoned advisors in the industry creating customized financial plans and portfolios for clients. Tom has since brought years of experience from working at some of the largest investment firms on Wall Street to Hickory Hill Capital. Tom earned his B.A in Economics with a concentration in Money and Banking from the Pennsylvania State University while also playing tight end on the football team. He holds his Series 7, Series 66, Life, Health, Long Term Care, and Annuity licenses while also having the Accredited Asset Management Specialist® designation.
Tom Pancoast
Managing Partner, Financial Advisor