Thomas D. Wilson, CFP®

Senior Lead Advisor

Thomas D. Wilson, CFP®

Joining JFS in 2014 as Senior Lead Advisor, Tom works closely with clients to develop, implement and monitor tailored financial solutions.  With over 16 years of experience in the financial planning industry, Tom has a broad knowledge of domestic and global investments, portfolio development and asset allocation strategies.

Before joining JFS, Tom 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.

A 2001 graduate of The Pennsylvania State University, Tom received his Bachelor of Science Degree in International Business Management.  He is a CERTIFIED FINANCIAL PLANNER™ designated professional.

Tom lives in Wexford, PA with his wife and two small children.  Outside of work, Tom’s interests include food, wine, snowboarding and travel.