PDS Wealth Management is a team of four experienced professionals with diverse backgrounds and experience.

A Team of Trusted Advisors

(click on image to view bio)
Tom Parker, CFP®

Tom Parker, CFP®

Managing Director

Tom is Managing Director of PDS Wealth Management. With more than 45 years of investment experience, Tom works with clients to develop investment portfolios and wealth management solutions tailored to their needs and goals.

Tom focuses on Long-Term Planning and Client Strategy, and interacts directly with our clients’ attorneys and tax professionals. Tom received a Bachelor of Arts in English from the University of Virginia and is a CERTIFIED FINANCIAL PLANNER™ practitioner.

Prior to PDS Wealth Management, Tom was a Wealth Management Advisor at Merrill Lynch and Smith Barney. Previously, Tom spent 18 years trading and underwriting U.S. Treasury and Federal Agency debt instruments as a member of the primary dealer community in New York.

Tom is a lector at St. Edward Church in Palm Beach, and is a member of the Town of Palm Beach Retirement Board of Trustees and its Underground Utilities Task Force. Tom and his wife, Ginny, live in Palm Beach and have three children and five grandchildren.
 
Patrick Dugan, CFA

Patrick Dugan, CFA

Director

Patrick is a Director of PDS Wealth Management. He brings 13 years of investment experience to the team.

Patrick focuses on execution of Client Strategy and our practice’s operational efficiency. He earned his Bachelor of Business Administration with a concentration in Finance and Business Law from Stetson University. Patrick is a CFA Charterholder and a member of the CFA Society of Louisiana.

Prior to PDS Wealth Management, Patrick served as a Senior Financial Advisor at Merrill Lynch and Smith Barney.

Patrick and his wife, Melissa, live in New Orleans with their daughter, Laine. He enjoys golf, music and relishing the city’s many charms. 
 
Paul Spencer, CFA

Paul Spencer, CFA

Director

Paul is a Director of PDS Wealth Management. With robust experience in investment analysis and equities, Paul brings more than 18 years of financial experience to the team.

Paul focuses on investment selection and portfolio management. He holds a Bachelor of Science in Business Administration and Accounting from Washington & Lee University. Paul is a CFA Charterholder and a member of the CFA Society of South Florida.

Prior to PDS Wealth Management, Paul served as a Financial Advisor and Portfolio Manager at Merrill Lynch. Previously, he served as an Institutional Equity Salesman and Equity Research Analyst at Lehman Brothers in New York City.

Paul serves on the Islanders committee of the Town of Palm Beach United Way. Paul and his wife, Kate, live in Palm Beach Gardens with their two children, Maggie and Billy. He enjoys saltwater fly-fishing, golf, and playing the guitar.
 
Tommy Parker, CFA

Tommy Parker, CFA

Director

Tommy is a Director of PDS Wealth Management. With experience in professional golf, mutual fund sales and high-grade credit, Tommy brings 10 years’ experience to the team.

Tommy specializes in Business Development, and introduces new clients to our process. He earned his Bachelor of Business Administration degree with a concentration in Finance from Stetson University, where he played four years of Varsity Golf. Tommy is a CFA Charterholder and a member of the CFA Society of Boston.

Prior to PDS Wealth Management, Tommy served as a Financial Advisor at Merrill Lynch. Previously, he worked in Bank of America Merrill Lynch’s Institutional Corporate Bond Department, and at Eaton Vance Investment Managers and Putnam Investments.

Tommy and his wife, Katie, live in Boston with their son, Tommy III. He enjoys competing in amateur golf tournaments throughout New England.