Verified recordFinancial Services

Tom Clark

Founding Board Member, Past Vice President and Current Member at Investments & Wealth Institute

Based in Bethesda, United States

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Seniority

Other

Department

Other

Location

Bethesda

Industry

Financial Services

Company size

74

Contact information

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Email

1 credit

t•••••••@investmentsandwealth.org

Phone

5 credits

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Background

About Tom Clark

Tom Clark is the Managing Director - Investments of the Clark Financial Consulting Group of Wells Fargo Advisors. In this role, Tom leads the allocation and investment strategy for the team. In addition to his long career in financial services, Tom was one of founders of the Investments & Wealth Institute, formerly IMCA, where he remains an active member. Tom is passionate about investments and the need to establish constructive, educational and proactive communication and relationships with all of his clients. Tom holds the Financial Industry Regulatory Authority (FINRA) Series 7, 63 and 65 registrations. Over the years, and outside of the finance industry, Tom has coached hundreds of children in basketball, soccer and lacrosse, and also led the Washington, DC, YMCA Partnership with Youth program. Due to his involvement with Montgomery County Soccer (MSI), Tom was awarded “Coach of the Year”, being selected from over 1,800 candidates. He believes that building good citizens begins early in life and has spent many years helping lead and educate the youth in his community. As a former officer in United States Marine Corps, Tom believes that community is the cornerstone of our country. This information is intended for use by residents of AL, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, MA, MD, MI, MS, NC, NJ, NY, PA, RI, SC, TN, TX, VA, and WV 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

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