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.