Profile
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.
Former positions of Tom Wilson
| Companies | Position | End |
|---|---|---|
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. | Investment Committee Member | - |
Training of Tom Wilson
| The Pennsylvania State University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 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 |
- Stock Market
- Insiders
- Tom Wilson
