Thomas D. Foy Jr.
Tom is the Founder of IRIS Financial Services with offices on Amelia Island Florida and in Marlton New Jersey. 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, a past board member and continuing member of the Jacksonville chapter of the National Association of Insurance and Financial Advisors (NAIFA), 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. He is a member of the Nassau County Chamber of Commerce. 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 40 years. They have Two children and Three 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.
Proud supporter of The Eagles Eye Mobile
New Business Coordinator, Senior Administrative Assistant.
Jenny joined the team at IRIS Financial Services in July 2019, filling the position of Administrative Assistant in our Florida location. Within 6 months, she advanced to her current position as New Business Coordinator and Senior Administrative Assistant.
Jenny graduated Summa Cum Laude from Southern New Hampshire University in 2018 having earned a Bachelor’s Degree in accounting with a concentration in forensic accounting and fraud examination. Prior to college, she worked in various office settings and volunteered for numerous organizations. She is a proud veteran having served in the United States Navy as a sonar technician from May, 1999 to May, 2003. Jenny’s passion for people and numbers led her to find a home at IRIS Financial Services.
Jenny and her husband have been married for 16 years and have 2 teenage children. In her spare time, she enjoys showing English Lop rabbits and spending time gardening. (LFS-3012089-032520)
Thomas D. Foy, Jr. is a registered representative of and offers securities and investment advisory services through Lincoln Financial Securities Corporation, a broker dealer (Member SIPC) and registered investment advisor. IRIS Financial is not an affiliate of Lincoln Financial Securities Corporation. LFS-3426661-012821
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, 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 Lincoln Financial Securities (LFS’) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFS offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFS’ Forms ADV, Part 2A, which describe LFS’ investment advisory services, Regulation Best Interest Disclosure Document, which describes LFS’ broker-dealer services, and other client disclosure documents can be found here.