Heritage Financial Consultants, LLC today announced that Tom Spray-Fry, a Certified Financial Planner™ Professional (CFP®) and registered representative of Lincoln Financial Advisors, has been elevated to a partner at the firm.
The promotion to partner for Spray-Fry further strengthens the formidable leadership team, with the firm leaning on his expertise and voice in the industry. This elevation to the executive team signifies recognition of Spray-Fry’s contributions.
“Tom has been an outstanding advisor and member of the community for many years,” said Brian Gracie, Managing Partner at Heritage Financial Consultants. “He is a leader and an excellent role model for our other advisors within our firm.”
For the last 24 years, Tom has been affiliated with Lincoln Financial Advisors as a Financial Planner.
He collaborates with families, business owners, and professionals, guiding them in attaining financial and life objectives. His practice thrives on fostering meaningful client relationships, emphasizing a holistic wealth management approach. His expertise lies in crafting personalized plans for wealth accumulation, preservation, and growth through strategic use of estate, business succession, and investment planning.
Tom not only plays a key role in comprehensive financial planning but also cultivates a collaborative process with clients. Together, they share the belief in maximizing time, nurturing relationships, and finding joy in life through thoughtful planning. Tom is thrilled to be named a partner at Heritage.
“I am excited to be named a partner at Heritage,”said Spray-Fry. “It is truly an honor to come to work every day with some of the most talented financial planners in the industry. Making partner wouldn’t have been possible without the support and love of my wife, Jessica, and my sons Ben and Luke.”
Tom earned his bachelor’s degree in economics and finance from York College of Pennsylvania. Tom additionally holds the Chartered Financial Consultant™ and Chartered Life Underwriter™ designations from the American College and the Chartered Retirement Planning Counselor™ designation from the College for Financial Planning.
In addition to his various state and national licenses, he is actively involved as a board member of the Franciscan Center in Baltimore, Md., also serving as a board member and dedicated coach of various sports within the Carroll Manor Recreation Council in Phoenix, Md.
Led by Managing Partner Brian Gracie, Heritage Financial Consultants aims to make a positive impact on the lives of their clients and their clients’ families through education and innovative financial solutions. Well into its second decade of existence, Heritage Financial Consultants holds more than $8 billion in client-invested assets (as of 12/1/23) across 14 offices in Maryland, Virginia, Delaware, Florida, Pennsylvania, New Jersey, and Indiana.
About Heritage Financial Consultants
Heritage Financial Consultants is a full-service, independent financial services and wealth management firm headquartered in Hunt Valley, Md., with offices in Wilmington, Del., Preston, Md., Vienna, Va., Greensburg, Pa., four locations in Florida (Miami, Coral Spring, Naples, and Sarasota), Collingswood, NJ (just outside of Philadelphia, Pa.), Fort Wayne, IN and Virginia Beach, VA. Registered associates of Heritage Financial Consultants are registered representatives of Lincoln Financial Advisors, a broker/dealer (Member SIPC), and a registered investment advisor. Heritage Financial Consultants helps individuals, families, and businesses gain a sense of security through comprehensive financial services, including wealth management, retirement and estate planning strategies, business ownership and succession, insurance and risk management, and employee benefit services. Heritage Financial Consultants is not an affiliate of Lincoln Financial Advisors. For more information, please visit www.heritageconsultants.com. CRN-6301230-012924
