Tom Valverde

Tom joined DeVoe & Company in 2026 and brings over 30 years of experience in the wealth management industry. He began his career as a financial advisor and branch leader, spending his first decade building and leading advisor teams. He then spent the next 24 years consulting with advisory firms on optimizing business models, improving operational efficiency, implementing technology and investment solutions and developing both organic and inorganic growth strategies. His work has also included designing client segmentation models, refining pricing strategies, and enhancing firms’ overall value proposition, all with a focus on improving client outcomes and increasing enterprise value. Tom previously held senior executive leadership roles at Fidelity and BNY Mellon Pershing. He also partnered with several wealthtech companies to launch go-to-market growth strategies and support successful liquidity events. Most recently, Tom served as Executive Vice President at Unity Wealth Collective Private Equity Group, where he led growth, strategy, and execution across the firm’s investment banking and M&A advisory services, wholesale distribution, and wealth management platform divisions. In this role, he focused on expanding the firm’s capabilities and amplifying the impact of financial advisors by providing strategic capital, operational support, and scalable growth solutions.
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Tom earned his B.S. in Marketing with a minor in Finance from the W.P. Carey School of Business at Arizona State University, holds several professional licenses (Series 7, 9, 10, 24, 63), and completed the Securities Industry Institute at the Wharton School of Business, University of Pennsylvania.

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