Bringing Confidence to Your Investment Planning
Tom is a Financial Advisor at Wells Fargo Advisors. With nearly 22 years of financial services experience at some of the world’s largest insurance and asset management firms, Tom believes he brings a highly engaging perspective – combined with his ability seeking to build longstanding relationships with each client – that truly sets his practice apart.
Tom began his financial services career as product specialist in insurance and retirement accounts at The Hartford.
Throughout his career, Tom has developed a strong understanding of economics and is well versed in the equity and fixed income markets. He has cultivated skills in asset allocation, investment management, liability management, as well as retirement and estate planning strategies. By advising the clients on how to potentially grow, protect and transition their wealth, he aims to earn the reputation of being a valued and trusted advisor.
Tom graduated from the University of North Carolina at Pembroke with a B.S. degree in Business Administration. He lives in Maitland, with his two sons. Tom enjoys athletics, being active and spending time with his sons.
2023 Outlook: Recession, Recovery, and Rebound
News and Insights
State of the Markets
A look at what’s happening now and what may be ahead from Darrell Cronk, President of Wells Fargo Investment Institute...Read More
Explore the intersection between timely topics and potential effects to your investments in Portfolio Perspectives reports...Read More
Bringing Financial Relief to a Global Crisis
The fallout of the COVID-19 pandemic is being felt around the world. Wells Fargo is working hard to support its customers, employees, and communities...Read More