Tom joined Wunderlich Securities in 2009 to open the Nashville Branch in March of that year. Prior to joining Wunderlich, he worked for Bank of America serving in many capacities of their Global Wealth and Investment Management divisions. Tom began his career in the Financial Services Industry in 1994. Tom, a Certified Financial Planner™, has extensive experience in the areas of, investment and balance sheet management, generational wealth transfer and estate planning, business succession planning, complex executive benefit plans, as well as other ERISA plans.
Tom is a 1993 graduate of West Virginia University and maintains a close relationship with his alma mater by volunteering as a student mentor. He is a member of Pi Kappa Phi Fraternity and currently serves as President of the Alumni Chapter.