Tom Hargrove

Tom Hargrove Email and Phone Number

Managing Partner @ Merritt Point Wealth Advisors
Texas, United States
Tom Hargrove's Location
Dallas-Fort Worth Metroplex, United States
Tom Hargrove's Contact Details

Tom Hargrove personal email

n/a
About Tom Hargrove

Since beginning my career in 1998, I’ve been committed to helping select individuals and families effectively manage the financial domain of their lives helping them achieve their short & long term life goals, achieve and maintain financial security, and experience the confidence that comes with developing and executing a sound financial strategy.My approach to wealth management integrates the following core tenants:-Strategic Planning: A discovery process to clarify and prioritize goals leading to the development of a comprehensive investment plan and tailored investment strategy to pursue those goals.-A Tailored Investment Approach: A tailored investment strategy based on risk management, asset allocation and leveraging best-in-class global resources to manage client portfolios.-A focus on service: Providing a higher level of service to smaller, select number of clients; ongoing education and guidance; frequent communications of timely, relevant, actionable information; and prompt responsiveness. While I have the experience, capabilities and resources to meet the broad-based needs of clients, I am particularly adept at providing the following services: Wealth Accumulation and Distribution, Investment Planning, Retirement Planning and Portfolio Management. I welcome the opportunity to meet with you to learn about your unique situation. Please feel free to contact me at 469-252-0237 or tom.hargrove@wfadvisors.comThis information is intended for use by residents of AL, AR, CA, CO, FL, GA, KS, LA, MN, MT, NC, NM, NY, TN, TX, 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

Tom Hargrove's Current Company Details
Merritt Point Wealth Advisors

Merritt Point Wealth Advisors

View
Managing Partner
Texas, United States
Employees:
25
Tom Hargrove Work Experience Details
  • Merritt Point Wealth Advisors
    Managing Partner
    Merritt Point Wealth Advisors
    Texas, United States
  • Wells Fargo Advisors
    Senior Vice Presidents - Investments
    Wells Fargo Advisors Jul 2014 - Present
    Plano, Texas 75093
  • Deutsche Bank
    Vice President -Client Advisor
    Deutsche Bank May 2008 - Jul 2014
    Dallas,Texas
  • Ubs
    Vice-President
    Ubs Sep 2000 - May 2008
    Dallas, Texas

Tom Hargrove Skills

Investments Securities Strategic Planning Fixed Income Derivatives Retirement Planning Private Equity Asset Allocation Investment Strategies Capital Markets Equity Derivatives Structured Products Finance Risk Management Financial Services Customer Service

Tom Hargrove Education Details

  • The University Of Texas At Austin
    The University Of Texas At Austin
    Master'S Degree
  • Mcmurry University
    Mcmurry University
    Bachelor'S Degree

Frequently Asked Questions about Tom Hargrove

What company does Tom Hargrove work for?

Tom Hargrove works for Merritt Point Wealth Advisors

What is Tom Hargrove's role at the current company?

Tom Hargrove's current role is Managing Partner.

What is Tom Hargrove's email address?

Tom Hargrove's email address is to****@****ors.com

What is Tom Hargrove's direct phone number?

Tom Hargrove's direct phone number is +131487*****

What schools did Tom Hargrove attend?

Tom Hargrove attended The University Of Texas At Austin, Mcmurry University.

What are some of Tom Hargrove's interests?

Tom Hargrove has interest in Children.

What skills is Tom Hargrove known for?

Tom Hargrove has skills like Investments, Securities, Strategic Planning, Fixed Income, Derivatives, Retirement Planning, Private Equity, Asset Allocation, Investment Strategies, Capital Markets, Equity Derivatives, Structured Products.

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