A forty-year veteran of the financial services profession, Tom Uhler is a founding principal of Uhler and Vertich Financial Planners. He is registered as an Investment Adviser Representative of the firm with the Securities and Exchange Commission. Tom holds the FINRA Series 7, Series 24, Series 52, Series 53 and Series 62 licenses and is securities licensed in 28 states. He is also licensed by the State of Florida Department of Insurance for Life, Variable Annuity and Health insurance.
Tom Uhler’s long history of community service has been widely acknowledged. He is proud to have been named a laureate of the Lee County Business Hall of Fame for Junior Achievement of Southwest Florida in 2010. The next year he was recognized as the Sanibel-Captiva Chamber of Commerce Citizen of the Year. He was a national finalist for the Community Leadership Awards by the Invest in Others Charitable Foundation in 2014. In addition, in 2018 he received the Nonprofit Board Leader Award from the Cape Coral Community Foundation.*
Tom has held a variety of leadership positions with area nonprofits. For the United Way of Lee, Hendry, Glades and Okeechobee he has served as board chair, 2011-2012 campaign chair and 2016-2017 co-chair. He is currently in his third term as board chair of the Southwest Florida Symphony. As a survivor of cancer and heart disease, he has volunteered for organizations that deal with both. He and his wife Linda chaired the 2004 Lee County Heart Ball and were co-chairs of the 2005 event. He currently serves as treasurer of the Florida Cancer Specialists Foundation which provides non-medical financial assistance to adults undergoing cancer treatment.
A resident of Sanibel Island since 1977, Tom is a member and past president of the Kiwanis Club of Sanibel-Captiva Islands. Tom is a graduate of Susquehanna University in his native Pennsylvania, with a bachelor’s degree in biological sciences. Susquehanna honored him in 2017 with its Alumni Award for Service. He is an Eagle Scout and a life member of the National Eagle Scout Association.
With a longtime interest in food and wine, Tom has taught many classes on cooking and especially the enjoyment of fine wine. He frequently donates tastings and dinners as auction items to nonprofit fundraisers and enjoys sharing his knowledge with others. The wine interest led to an appreciation of the wine lover’s most important tool, the corkscrew. He has collected these for 40 years and is a member of the International Correspondence of Corkscrew Addicts and the Canadian Corkscrew Collector’s Club.
*These awards are not based in anyway on the individual's abilities in regards to providing investment advice or management. They are not indicative of the advisor's future performance, are not an endorsement, and may not be representative of individual clients' experience. Raymond James is not affiliated with any of the referenced organizations.