Tory Thomas

Background

About Tory Thomas

For over 25 years, I have been working with a select group of families to help them build, manage, preserve and transition their wealth. I begin with a comprehensive review of my client’s goals and priorities. After I help clients define their measurable goals, given the ever-changing market conditions, I then begin the process of designing and implementing their investment portfolios. In 1991, I earned my Bachelor’s Degree in Economics, with a Minor in Management, from the University of California, Irvine. My career in the financial services industry began in 1995 at Dean Witter Reynolds, Inc, which merged with Morgan Stanley in 1997. In 2002, I earned the CERTIFIED FINANCIAL PLANNER ™ (CFP®) certification by completing the required course work and passing a comprehensive two-day, 10-hour CFP® Certification Examination. As a CFP® practitioner, I adhere to the ongoing stringent professional standards, as well as the required continuing educational requirements, of the Certified Financial Planner Board of Standards, Inc (CFP Board). For over 10 years, I served as the Branch Manager of the Morgan Stanley Laguna Beach office. However, in 2012, I chose to join the Laguna Beach branch of Wells Fargo Advisors because I recognized that their investment planning tools, their dedication to their advisors and their clients, and their central office location would help me better serve my clients and the Laguna Beach Community. Please contact me by e-mail (tory.k.thomas@wfadvisors.com) or by phone (949-464-6526). I cannot respond to messages through LinkedIn InMail. This information is intended for use only by residents of: AZ, CA, CT, FL, ID, ME, NC, NV, and SC. CA Insurance Producer License # OB76963 - Resident State 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