Thomas Palomares II, MBA, CFP®

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, Tom 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

Tom 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, Tom 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.

Tom is especially passionate about serving first responders, military personnel, veterans and their families. He recognizes the unique challenges and opportunities they face and considers it a privilege to help those who have served our country navigate important financial decisions with confidence and clarity.

Outside of the office, Thomas is passionate about his family, health, fitness, travel and community involvement. He especially enjoys traveling the world with his family and creating meaningful experiences together. 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.

Toms’ 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, Tom emphasizes performance with purpose, aligning financial strategies with the ambitions and aspirations that matter most to each client.

A core focus of his practice is helping clients spend the money they have worked so hard to earn with purpose and confidence. Thomas believes true financial success is not simply about accumulating wealth—it is about using wealth intentionally to support the life, values and experiences that matter most. His clients know they do not have to second-guess their spending decisions because their financial plan is designed to provide clarity, confidence and peace of mind.

His goal is to ensure that every measure of performance is connected to a greater purpose, creating confidence and clarity for the journey ahead.