With over 30 years of experience in the financial services industry, Tom Wilson manages investment portfolios for high-net-worth individuals and family-owned businesses, and has worked with various companies implementing 401(k) programs.
Tom began his career in 1979 at the Chicago Board of Trade and moved to Merrill Lynch Securities in 1984. In 1989, he founded Berean Capital and Berean Capital Management. In 1993, Tom moved to Smith Barney where he was a Senior Vice President - Investments for 15 years. The experience that Tom gained in his endeavors within the financial services industry led him to become a member of the NASD (currently FINRA) Board of Arbitrators where he was an industry arbitrator.
In 1995, Tom became certified in the guided portfolio management (GPM) program at Smith Barney. After moving to Wells Fargo Advisors in 2007, Tom transitioned into the Portfolio Investment Management (PIM) program. The PIM program allows clients to receive experienced Portfolio Management as Tom implements his Investment Philosophy and provides investors with a new level of equity portfolio service. Tom continues to construct custom portfolios for clients on a discretionary basis.
Tom’s awards and activities include:
Win Smith Fellow, 1986
Member, NASD Board of Arbitrators, 1990
Rosebud Foundation, President and Board member
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
