Tom Mallini

Tom is the guiding hand of Together Planning, offering advice on every major decision of the firm and its clients.  He provides business and investment guidance to clients and keeps everyone up-to-date on the economy.  Tom’s selfless efforts for the firm, providing his knowledge and experience with all aspects of finance, business, and serving people has built for Together Planning a strong foundation to serve people for many years into the future.

Tom moved to Gainesville with his family in 1985 to lead M&S Bank. When the bank sold in 2015, he was pleased to start Together Planning with his children and two valued employees from M&S.  

Tom is passionate about two things: family and finances. You can find him often on adventures with his children and grandchildren on a boat, a golf course, or traveling the world. He never fails to have the makings for s’mores and a campfire when the grandchildren come around. By day, however, you will find him at his computer with a legal pad and a calculator, keeping abreast of economic news, researching investment opportunities, and striving to build portfolios that match our client’s objectives and risk tolerance.

He finds great reward in helping others prepare for a more secure future. Tom also serves as Treasurer of his local Rotary Club.