Thomas D. Foy Jr.
Tom is the Founder of IRIS Financial Services . He has been providing financial planning guidance to individuals and families for over 35 years. He is a member of the Estate Planning Council of North East Florida and a member of the Financial Planning Association of North East Florida. Tom is a Past President of the Estate and Financial Planning Council of Southern New Jersey. Tom is frequently asked to share his experiences with many local and national audiences as a guest speaker.
Tom and his wife, Pat have been married for over 45 years. They have Two children and Four grandchildren. They are supporters of children’s charities and dog rescue organizations. Before becoming a Florida resident, Tom’s New Jersey community involvement included serving on the local Board of Education and coaching baseball. When he is not spending time with his family, his interests include boating, fishing, pinochle and golf. Tom is a fountain pen collector and an avid fan of the Philadelphia Eagles.
Sebastian joined IRIS Financial Services in 2022 as a financial advisor.
Sebastian started his career in 2004 in Southwest Florida as an independent advisor at American Express and Wachovia Securities. For the past 10 years, he has been managing partner of Millennium Planning Group in Raleigh, NC.
Sebastian earned his Bachelor’s Degree in Economics from Florida State University. In addition, he holds the Accredited Investment Fiduciary and Certified Plan Fiduciary Advisor designations. Sebastian is a member of the Raleigh chapter of the Financial Planning Association where he currently serves as Treasurer.
Sebastian lives in Raleigh, NC with his wife and three children. When not in the office, Sebastian enjoys traveling with the family, golf, playing board and card games, and going to the movies.
Thomas D. Foy, Jr. is a registered representative of and offers securities and investment advisory services through Cambridge Investment Research, Inc., a broker-dealer member FINRA/ SIPC). Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and IRIS Financial Services are not affiliated.
The registered representatives of IRIS Financial Services may only discuss securities or transact business with persons who are residents of AL, CO, CT, DE, FL, GA, MA, MD, ME, NC, NJ, NY, OH, OK, PA, SC, VA. Advisory services offered to residents of FL and NJ.
No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under securities laws of such jurisdiction.
See Cambridge Investment Research, Inc.'s (Cambridge) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services Cambridge offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. Cambridge's Forms ADV, Part 2A, which describe Cambridge’s investment advisory services, Regulation Best Interest Disclosure Document, which describes Cambridge's broker-dealer services, and other client disclosure documents can be found here.