Team

Tom Toth III

Portfolio Manager

Joining the firm in 2015, Tom III has quickly become an integral role at Toth Financial. Tom III serves as a portfolio manager in addition to supporting the operations team.

Prior to joining Toth Financial, Tom worked in the DC Metro area as a regulatory policy specialist and a communications director for several public policy non-profits, including the Heritage Foundation. At the Heritage Foundation, he worked with the regulatory policy staff where he specialized in regulations covering the financial sector. From his financial regulatory work at Heritage, Tom developed the passion for financial services that eventually led him to Toth Financial. As a member of Toth Financial’s world-class team, Tom has the immense honor and pride in serving his clients & their families.

In addition to his work at Toth Financial, Tom is actively engaged in the community. Serving on the Board of Directors for the Loudoun County YMCA and as vice chairman of the Loudoun County Chamber of Commerce’s Young Professionals committee, Tom also provides his expertise in leadership roles with local political organizations. In 2016, Tom III had the honor of receiving the Loudoun Time-Mirror’s “40 Under 40” business and community leaders honoree list.

Tom is a Series 65 licensed Investment Advisor Representative and holds a Bachelor of Science in Government with a specialization in Politics & Public Policy from Liberty University in Lynchburg, VA.

In his spare time, Tom can be found chasing his four-year-old daughter Evie with his wife Beulah at their Purcellville home, watching a Washington Redskins or Nationals game, or enjoying a fine cigar.