Thomas Dwyer Email & Phone Number

Thomas J. Dwyer CRPCVice President-InvestmentsSenior Fundamental Choice Portfolio ManagerWith over 25 years of experience in the financial service industry, Tom has had an extensive career as a successful Financial Advisor. Prior to joining Wells Fargo Advisors in 2012, Tom advised clients at RBC Wealth Management, Smith Barney and Morgan Stanley.Tom has focused his talents on serving the investment needs of high-net-worth clients. He is responsible for designing and implementing comprehensive financial planning-retirement, estate, education and asset allocation. He is also responsible for designing and implementing retirement plans that help our clients attain the retirement lifestyle to which they aspire.Tom believes in keeping himself educated with new information throughout his career, so he can advise his clients to the best of his ability. He holds the Chartered Retirement Planning Counselor (CRPC®) designation. This allows him to develop comprehensive retirement plans for his clients through his knowledge of identifying potential problem areas and finding appropriate solutions. In 2020 and 2021 he earned the designation of the Wells Fargo Advisors Premier Advisor - a select award given to members of the firm for exceptional client service. Tom holds FINRA series 7, 8, 9,10,63 and 65 licenses as well as a life and health insurance license. Tom and his wife reside in Madison, NJ with their four children. Tom enjoys spending time with his family, playing golf, traveling, being involved with his children’s sports and activities and coaching youth sports.This information is intended for use by residents of AZ, CT, FL, ID, MA, MD, ME, MO, NC, NE, NH, NJ, NY, PA, SC, TN, and VA only./*********/Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social

Listed skills include Investments, Equities, Fixed Income, Securities, and 3 others.