Thomas Wilson works with WrapManager clients to help them achieve their financial goals through proactive planning and manager diversification. He is responsible for helping clients identify and develop these goals using our Level 7 Assurances and 360 Degree Wealth Management process. Additionally, Mr. Wilson acts as a direct liaison between our clients and the Investment Policy Committee.
Thomas D. Wilson possesses a broad knowledge of global and domestic equities as well as fixed income instruments. He gained this experience working for one of the nation’s largest independent investment advisors. There he served as an Investment Counselor for the Private Client Group managing client relationships, including high-net-worth individuals.
Mr. Wilson graduated from Penn State University with a B.A. in International Business and Management. Mr. Wilson is an avid traveler and also enjoys spending time during the winter months in Lake Tahoe.