As a First Vice President and Senior Portfolio Manager, Tom has built his business by developing deep relationships with his clients and their families. He focuses on understanding each of their individual needs and designs investment strategies to help achieve their personal goals. Tom utilizes Morgan Stanley’s extensive research and financial planning tools to develop personal financial plans. Tom takes pride in communicating with his clients personally and discussing the ever-changing capital markets environment.
Tom has been honing his understanding of capital markets for over two decades. His experience in insurance markets enables him to view client investments from multiple angles. Tom is an Alternative Investment Director and holds the Chartered Retirement Plans Specialist (CRPS®) designation.
A native of Iowa City, Tom graduated from the University of Iowa with a Bachelor of Science double major degree in journalism and political science. After graduation, Tom lived in St. Louis, MO, and later moved to Davenport, Iowa where he entered the retail industry before joining Mass Mutual as a personal insurance broker. In 2002, he joined A.G. Edwards as a financial advisor. He moved to Wells Fargo in 2005 and Morgan Stanley in 2008.
Services Include
- Wealth Management
- Professional Portfolio Management
- Financial Planning
- Retirement Planning
- Estate Planning Strategies
- Alternative Investments
- Cash Management and Lending ProductsFootnote7
- Corporate Retirement Plans
Securities Agent: MD, IA, NV, CA, TX, MI, AZ, WA, OR, NH, ND, KS, DC, VA, NY, IN, IL, FL, CT, TN, MO, KY, AR, WV, WI, UT, SC, GA, PA, OK, NJ, NC, DE, OH, MN, LA, CO; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1285082