Areas of Experience
- Investment Management
- Portfolio Management
- Business Planning
Education/Certification
- Chartered Financial Analyst®
- BA Business Administration
Affiliations
- Treasurer, Stone Ridge Condo Association
- CFA Society of Virginia
Tom is a Senior Wealth Advisor / Financial Advisor at Wilkinson Wealth Management. He joined our team in 2019, is a Chartered Financial Analyst®, and has over 35 years of experience in investment and portfolio management. He believes that an individualized, custom investment process coordinated with the clients’ overall financial planning and wealth goals creates an excellent opportunity for success.
Tom has worked with families looking to establish a solid financial footing for their future, as well as corporate executives and medical professionals who seek a competent, trusted advisor who can handle a broad set of diverse challenges. Tom has served in many portfolios management and wealth advisory roles, with experience managing large corporate and institutional portfolios, as well as family trusts, educational funds and individual accounts. His core value is that every client deserves and should receive the best array of services from a dedicated, trusted professional.
Tom is married and resides in Lynchburg, Virginia. He enjoys traveling with his family and friends, especially when it involves his favorite outdoor activities of skiing, tennis, and mountain biking.