Thomas Palomares II, MBA, CFP® brings a depth of experience and a compassionate, client-first approach to his work with Raymond James and SilverTree Wealth Partners, an independent practice committed to personalized strategies and collaborative service. Based in the Tucson, Arizona, office, Thomas partners with individuals, families and business owners who are seeking clarity, direction and confidence in their financial lives. His specialty areas include:
- Wealth strategies
- Retirement income planning
- Intergenerational planning (helping families transfer wealth and values)
- Serving military professionals and veterans
- Retirement savings strategies
- Estate and legacy planning
Thomas holds the CERTIFIED FINANCIAL PLANNER® certification and an MBA, which speak to both his technical expertise and his commitment to ethical, client-centric advice.
Prior to joining Raymond James and SilverTree Wealth Partners, Thomas gained extensive experience in financial services, spanning retail banking, lending, management and private wealth management. This breadth gives him the ability to walk alongside clients through every stage of life and tailor a holistic strategy built around what matters most.
He made the move to Raymond James and SilverTree Wealth Partners to access greater resources for his clients and himself, and to deliver more flexible, client-focused solutions. This transition allows him to combine the strength of a leading financial services firm with the boutique, collaborative approach of SilverTree Wealth Partners.
Outside of the office, Thomas is passionate about his family, health, fitness, travel and community involvement. He is also a member of the Southern Arizona Estate Planning Council. He enjoys outdoor adventures and views community outreach as part of his calling.
Thomas’ commitment isn’t just to numbers or portfolios; it’s to people. He believes financial planning is most meaningful when it reflects a client’s unique goals, values and legacy. To bring depth and context to this process, Thomas emphasizes performance with purpose, aligning financial strategies with the ambitions and aspirations that matter most to each client. His goal is to ensure that every measure of performance is connected to a greater purpose, creating confidence and clarity for the journey ahead.