Thomas Dwyer

Background

About Thomas Dwyer

Thomas J. Dwyer CRPS Vice President-Investments Senior Fundamental Choice Portfolio Manager With 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 investment planning-retirement, estate strategies, 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 Plans Specialist (CRPS®) 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 was named one of Wells Fargo Advisors Platinum Council. The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structure. 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 AL, AZ, CA, CT, FL, GA, ID, IL, MA, MD, ME, MO, NC, NH, NJ, NV, NY, OH, OK, PA, SC, TN, TX, VA, and WY 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 Invested Wells 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