Tom Jones

Financial Advisor

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.

Learn About Me
Phone
352.483.8889
Email Me
Email Me
Request Information
FINRA's BrokerCheck Obtain more information about our firm and its financial professionals

Help reduce your tax liability

Read More >

News and Insights

A couple walking on a bridge with their dog

Wells Fargo About Money Podcast

Listen to Wells Fargo About Money featuring Michael Liersch. In season one, hear about the tough conversations that people may need to have about money.

Read More
Wells Fargo Investment Institute State of the Markets

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
Wells Fargo Advisors Portfolio Perspectives

Portfolio Perspectives

Explore the intersection between timely topics and potential effects to your investments in Portfolio Perspectives reports...

Read More
Read More
none

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AZ, CA, FL, GA, IA, MI, MO, NC, NV, NY, PA, SC, TX, VA, WA). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

© 2022 Wells Fargo Clearing Services, LLC. All rights reserved.