Thomas Stotz

Tom spent 10 years as a Corporate/Business banker before joining Merrill Lynch in 1997 as a Financial Advisor. That is where Tom and Jesse Diaz, Managing Director – Investments, first met and have been business associates ever since some 26 years. To learn more, please visit www.capstonewealthmanagementgroup.com 

Our team (Capstone Wealth Management Group of Wells Fargo Advisors) was recently recognized as 2025 Forbes Best-in-State Wealth Management Teams¹. Our core personal values are based around, our faith, family, and treating each client as part of our Capstone Family. The practice revolves around planning first before recommending solutions. Service and communication are our priorities as well as educating our clients on what Holistic investment planning entails. Tom has been married to his Wife Dana for 34 years and split their time between Charleston SC and Chicago.

25+ Years of Experience

Role Within Capstone Wealth Management Group

• Business Owners/Succession
• Planning
• Company Retirement Plans
• Liability Management
• Individual Wealth Management

Personal Interests

• Tom enjoys golfing and being outdoors, including swimming and kayaking.
• Proud father to four daughters
• Newly minted grandfather

¹2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23-3/31/24 (Source: Forbes.com). Fee paid for use of marketing materials. The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 11,674 wealth management teams were considered for the rating; 5,331 (45.66% of candidates) were named 2025 Forbes Best-In-State Wealth Management Teams.