Profil
Mr. Thomas D.
Wilson is Senior Lead Advisor at JFS Wealth Advisors LLC.
Mr. Wilson works closely with clients to develop, implement and monitor tailored financial solutions.
Prior to joining JFS Wealth Advisors in 2014, he worked for wealth management and financial planning firms including Janney Montgomery Scott, Fisher Investments, and most recently, WrapManager, where he served as Vice President of Investments.
Mr. Wilson received his Bachelor of Science degree in International Business Management from Pennsylvania State University.
He is a Certified Financial Planner.
Anciens postes connus de Tom Wilson
| Sociétés | Poste | Fin |
|---|---|---|
WrapManager, Inc.
 WrapManager, Inc. Investment ManagersFinance WrapManager, Inc. is an independent registered investment advisor and wealth management firm headquartered in Mill Valley, California. It was founded by Gabriel “Gabe” Burczyk in 2000. The firm builds customized, diversified portfolios of professional money managers and monitors them over time. It provides investment management services to high-net-worth professionals, retirees, executives, and business owners through the WrapManager Wrap Fee Program. | Membre du Comité d'Investissement | - |
Formation de Tom Wilson
| The Pennsylvania State University | Undergraduate Degree |
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Sociétés liées
| Entreprise privées | 1 |
|---|---|
WrapManager, Inc.
WrapManager, Inc. Investment ManagersFinance WrapManager, Inc. is an independent registered investment advisor and wealth management firm headquartered in Mill Valley, California. It was founded by Gabriel “Gabe” Burczyk in 2000. The firm builds customized, diversified portfolios of professional money managers and monitors them over time. It provides investment management services to high-net-worth professionals, retirees, executives, and business owners through the WrapManager Wrap Fee Program. | Finance |