Tom McDermott, President

Tom McDermott photo

Tom McDermott entered the insurance and financial industry in 1988. His desire and passion was to help others protect and grow their investment accounts. He started in the little town of Cookeville, TN and was asked to move to Raleigh, NC a short time later to help with a struggling office. Tom accepted the challenge and helped turn the office around to be productive in a very short time. As a result of his hard work and his 'putting others first' attitude, he became one of the top five performers in a national company.

In 1993, Tom decided to go independent. That meant Tom could always put the clients' interest in front of a company's interest. This created an even better opportunity for his clients. Tom, in addition to working with clients, also works with agents and advisors around the United States. 

Tom focuses on staying current with the issues and concerns that plague his clients. He has dedicated himself and his staff to staying current with issues and solutions available to better work with his clients. Tom works closely with a team of attorneys and CPA's to help with any legal and tax issue.

Call Tom at 919-747-7344 for a confidential, complimentary first appointment to see if he can serve your financial needs!


  • Investment Advisor Representative in Florida, North Carolina, Idaho, Louisiana, Tennessee, and Virginia

  • Licensed Insurance Agent in Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, and Wisconsin