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Melbourne • Vero Beach • Stuart

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Thomas W. Markosky

Thomas W. Markosky

Portfolio Manager, Investment Management Services

Tom has been in the financial consulting industry for over 40 years and has been a money manager for 30 years.

Tom’s primary investment focus is preserving the portfolios of clients through income investments. The objective of the portfolio is to achieve a 7-10% total return annually, of which 75% to 80% comes from dividends. The investment vehicles used include but are not limited to dividend related stocks, closed end funds, preferred shares, REITs, MLPs, ETFs, and mutual funds. He has a BS and MBA from the University of Washington.