Thomas D. Wilson, CFP®, Partner, Wealth Advisor at JFS Wealth Advisors

Joining JFS in 2014 as Wealth 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 Wealth Advisors, 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 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 the Pittsburgh metro area with his wife and young family. Outside of work, Tom’s interests include food, wine, snowboarding, and travel.

Get In Touch:

Get Started With
JFS Today

Office Locations:
Hermitage, Pittsburgh

Education:
Bachelor of Science in International Business Management, The Pennsylvania State University

Credentials or Certifications:
CERTIFIED FINANCIAL PLANNER™

MEET MORE OF THE TEAM

Advisors and Planners

Ron W. Yost, Partner, Wealth Advisor at JFS Wealth Advisors

Ron W. Yost

Ron W. Yost is a Partner, Wealth Advisor at JFS Wealth Advisors, based out of the Pittsburgh office.

LEARN MORE

Get to Know Us

Discover the dedicated professionals behind our financial planning success. Our team brings a wealth of expertise and a commitment to guiding you towards a secure financial future.

Subscribe to Receive Our Regular Updates

Subscribe to Be Invited to Our Upcoming Webinars