Learn About Me

Thomas Petersen

Senior Financial Advisor

Thomas Petersen is a Senior Financial Advisor with 21 years of experience in the financial services industry. Throughout his career, he has remained committed to providing thoughtful guidance and sound advice, approaching his work as both a profession and a vocation.

Thomas takes pride in helping clients navigate life’s financial decisions by offering realistic options and strategies that can adapt as circumstances evolve. He believes flexibility and clear guidance are essential to long term success, and he works closely with clients to help ensure their plans remain aligned with their goals over time.

His professional background includes experience with Wachovia and Wachovia Securities, where he built a strong foundation in client service and wealth planning.

Outside of work, Thomas enjoys spending time with his family, especially taking part in warm weather activities together.