Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
With over 30 years of experience in the financial industry, Tom Wilson has managed 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 and 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 discreationary basis.
|Win Smith Fellow, 1986
Member, NASD Board of Arbitrators, 1990
Rosebud Foundation, President and Board member
I follow the deep-seated Merrill Lynch tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
Loyola University Chicago
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1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help give you peace of mind* that you're on track to help achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
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*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch financial advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
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Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill Lynch, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.