H. Thomas Platt III is Managing Member of Live Oak Family Offices, LLC. A sixth generation Jacksonville native, Tommy is a graduate of Princeton University. Since 1981, he has worked continuously in securities brokerage, managed accounts consulting, and trust services. In 2003 he left his position as Senior Vice President and head of Investment Counseling & Trust Services at a local banking institution to establish Live Oak Family Offices.
Since 1989, he has held the professional designation of Chartered Financial Analyst. According to an Institute of Private Investors’ Report, the CFA designation is the most respected of all professional designations by 78% of its family members.
At the time he left the bank, he was President-elect of the Trust Executive Committee of the Florida Bankers Association. He is a past president of the Estate Planning Council of Northeast Florida, a member of the Community Foundation’s Professional Advisory Committee, and a board member and past president of Riverside Hospital Foundation.
Tommy is an active member and past president of the Rotary Club of West Jacksonville where, for two years he served as chair of its Charity Grants Committee. He is an Elder and Trustee of Riverside Presbyterian Church. Tommy and Carol have been married since 1977 and have three daughters.