Tom Havard

Tom began his career in the financial industry in 1997, and most recently worked as a Senior Financial Advisor at Merrill Lynch for over 10 years. He works with affluent families and athletes to help them build strategies around estate planning, investments, tax minimization, wealth transfer and retirement income. Tom and his business partner Scott Crouch are part of Cyndeo’s athlete and entertainment division named CW BOSS.

Tom holds a Bachelor’s Degree in Corporate Finance & Investment Management, as well as a Master’s Degree in Banking and Finance, both from the University of Alabama. He and his wife, Paula, live in Atlanta, GA, with their children, Tatum, Grace and Luke.