Tom joined Wilkinson Wealth Management, LLC in 2019 and is a Chartered Financial Analyst® charterholder. He has been working in the investment management and portfolio management business for over 45 years. He believes that individualized, custom investment process, coordinated with the clients’ overall financial planning and wealth goals, creates an excellent opportunity for success.
He has worked with families looking to establish solid financial footing for their future, as well as corporate executives and medical professionals who seek a competent, trusted advisor who can manage a broad set of diverse challenges. Tom has served in many investment and wealth advisory roles, with experience managing large corporate and institutional portfolios, as well as family trusts, educational funds and individual accounts. He approaches all client needs and services with honesty, integrity, clarity, responsiveness, and accountability. His core value is that every client deserves and should receive a comprehensive array of services from a dedicated, trusted professional.