In the work that we do, we can help families plan and prepare for some of the most important events in their lives. People retire gracefully, children go to college, couples move into their first homes, businesses start, charities are supported, business sold…all of this, in part, because of the work we do. The cornerstones of our practice for the past 22 years have been friendship, integrity, and trust. Our experience has taught us the right questions to ask, and, most importantly, how to listen. The Brown-Dwyer Group of Wells Fargo Advisors seeks first to understand our clients’ financial priorities, concerns and risk tolerance. Our team then uses this information to formulate an investment strategy and begins the development of a comprehensive investment plan. This plan is the foundation to provide our clients with the confidence and clarity they seek.

I joined the financial services industry in 2000 and was an early adapter of a holistic retirement income and estate planning strategies for high net worth individuals and ultra high net worth individuals and their families. My expertise spans financial, investment, retirement, legacy, and philanthropic planning. Watching my clients achieve their financial goals as well as working with the next generation has been both gratifying and fulfilling.

My wife and I have two children and live in Lafayette, New Jersey where we are active in our children’s school and sports activities. I enjoy coaching my kids sports, fishing and competing in triathlon. I have completed 3 half distance triathlons and in 2021, I successfully completed a full distance Ironman triathlon. I have also raced in multiple half marathons and ran in the NYC full marathon in 2018.

 

With over 25 years of experience in the financial service industry, Tom has had an extensive career as a successful Financial Advisor. Prior to joining Wells Fargo Advisors in 2012, Tom advised clients at RBC Wealth Management, Smith Barney and Morgan Stanley.

Tom has focused his talents on serving the investment needs of high-net-worth clients. He is responsible for designing and implementing comprehensive wealth planning-retirement, estate, education and asset allocation. He is also responsible for designing and implementing retirement plan strategies that help our clients attain the retirement lifestyle to which they aspire.

 

Tom believes in keeping himself educated with new information throughout his career, so he can advise his clients to the best of his ability. He holds the Chartered Retirement Planning Counselor (CRPC®) designation. This allows him to develop comprehensive retirement plans for his clients through his knowledge of identifying potential problem areas and finding appropriate solutions. In 2020 and 2021 he earned the designation of the Wells Fargo Advisors Platinum Council – The Platinum council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by one or more of the following; completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structure. Tom holds FINRA series 7, 8, 9,10,63 and 65 security registrations as well as a life and health insurance license.

 

Tom and his wife reside in Madison, NJ with their four children. Tom enjoys spending time with his family, playing golf, traveling, being involved with his children’s sports and activities and coaching youth sports.

Susan strives to ensure that our clients’ administrative, trading and operational needs are handled accurately and quickly. She handles the day-to-day administration of accounts, including opening new accounts, updating existing account information, managing account transfers and answering questions regarding statements.