Tom LaMacchio

Tom was the founder of the Family Wealth Planning Group, which partnered with Mercer Advisors in 2025. His greatest accomplishment and passion are partnering with clients as their family’s trusted advisor.

He began his career with State Farm before joining Merrill Lynch in 2000, followed by joining Raymond James in 2003.

After graduating from Anderson University, Tom obtained his Chartered Life Underwriters (CLU) and Chartered Financial Consultant (ChFC) designations from the American College in 1996. He is actively involved with the Estate Planning Council of Naples, Inc. as well as the Greater Naples Area Planned Giving Council. In 2014, he also participated in the Preparing Heirs Institute in Malibu, California and was recognized by Investment News for his organizations commitment to their NextGen services with the “Great Wealth Transfer.”

Tom is recognized for his leadership roles including the development of other advisors.

Originally from Indiana, Tom has been a Florida resident since 1991. Tom and his wife, Lorena, live in Naples with their two boys and their adorable golden doodle.