Dwight Tomlin, CRPC®
Senior Vice President,
Financial Advisor,
Senior Portfolio Manager
Direct:
(731) 891-9079(731) 891-9079
Toll-Free:
(800) 965-0293(800) 965-0293
My Story and Services
With a career spanning over four decades in financial services, Dwight’s passion for the industry ignited when he was just 25, inspired by watching blue-chip stocks gifted by his grandfather grow. Now a seasoned Senior Portfolio Manager, Dwight thrives on the lifetime relationships and friendships forged through his work.
Dwight's approach to financial advising is rooted in a meticulous asset allocation process tailored to each client's evolving goals and risk profiles. His philosophy is simple yet profound: do the right thing for the client, always. This integrity and flexibility have been the cornerstone of his value-driven client relationships.
Since 1982, Dwight has been a dynamic part of the financial sector, joining Morgan Stanley in 2015. His professional acumen is backed by a B.S. in Business from Lambuth University, along with Series 7 and Insurance certifications, culminating in his role as a Senior Portfolio Manager.
Beyond his professional life, Dwight is deeply committed to his community, having served as president of Crime Stoppers Jackson and on boards like the YMCA and the historic Hollywood Cemetery in Jackson. His dedication extends to volunteering at RIFA, serving meals to the underprivileged.
Family is Dwight's anchor, with a loving marriage of over 40 years, four children, and nine grandchildren who fill his life with joy. His personal interests include golf, hunting, and fishing, along with cherished moments at his river house. Most important to Dwight are his faith and family, and he finds solace in his church and working in his yard.
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
Dwight's approach to financial advising is rooted in a meticulous asset allocation process tailored to each client's evolving goals and risk profiles. His philosophy is simple yet profound: do the right thing for the client, always. This integrity and flexibility have been the cornerstone of his value-driven client relationships.
Since 1982, Dwight has been a dynamic part of the financial sector, joining Morgan Stanley in 2015. His professional acumen is backed by a B.S. in Business from Lambuth University, along with Series 7 and Insurance certifications, culminating in his role as a Senior Portfolio Manager.
Beyond his professional life, Dwight is deeply committed to his community, having served as president of Crime Stoppers Jackson and on boards like the YMCA and the historic Hollywood Cemetery in Jackson. His dedication extends to volunteering at RIFA, serving meals to the underprivileged.
Family is Dwight's anchor, with a loving marriage of over 40 years, four children, and nine grandchildren who fill his life with joy. His personal interests include golf, hunting, and fishing, along with cherished moments at his river house. Most important to Dwight are his faith and family, and he finds solace in his church and working in his yard.
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
Securities Agent: VA, IN, PA, OK, NC, AR, MO, CO, CA, TN, NV, FL, AK, GA, UT, SC, KY, AL, TX, NE, LA, KS, IL, AZ, WI, NY, MS; General Securities Representative; Investment Advisor Representative
NMLS#: 590431
NMLS#: 590431
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Location
1382 Union University Dr
Jackson, TN 38305
US
Direct:
(731) 891-9079(731) 891-9079
Toll-Free:
(800) 965-0293(800) 965-0293
Fax:
(731) 438-4053(731) 438-4053
Wealth Management
Global Investment Office
Portfolio Insights
Ready to start a conversation? Contact Dwight Tomlin today.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
CRC 4665150 (8/2025)
