Tom Kavanaugh

Vice President - Investment Officer
PIM Portfolio Manager

Tom is a Private Investment Management (PIM) Portfolio Manager** that primarily focuses on building equity income portfolios for clients.

Prior to finance, Tom spent 22 years in the digital imaging and cardiopulmonary industries. He was responsible for sales and marketing in the United States and Canada for many of those years.

Tom holds a Bachelor of Science Degree in Marketing from Jacksonville University and holds Series 7, 9, 10, 66 and 33 registrations along with life insurance, long term care and annuity licenses in many states.

Tom is a licensed pilot and an avid outdoorsman. Tom and is wife Debbie have 3 daughters, 2 sons and 8 grandchildren between them. Tom and Debbie split time between their homes in Jacksonville and Crescent Beach.

** The PIM program is not appropriate for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.

Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member FINRA/SPIC.

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 (AL, AZ, CA, CO, DE, FL, GA, HI, IN, MA, MD, MI, MO, NC, NJ, NY, OH, OK, SC, TN, 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.

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionalsX