Thomas M. Tolleson, Jr | Wealth Advisor
Tom has been a CERTIFIED FINANCIAL PLANNER™ (CFP®) since 1988, and has spent his long career helping businesses and individuals meet their financial objectives; particularly in the areas of wealth creation, intergenerational planning and taxation strategies. With his extensive training and experience in all aspects of the financial world, he is able to capitalize on his dual passions for problem solving and serving the needs of his clients.
Growing up in Atlanta (Tom is a third generation Atlantan), Tom witnessed the loss of both his grandfather’s businesses. That experience has motivated him to help others avoid the pitfalls of his own family’s lack of solid planning. Tom has earned degrees in law, theology and history from Emory University, Regent College and the University of Virginia respectively. He holds licenses for life, health and disability insurance, as well as the following securities licenses with FINRA: Series 7, 24, 63 and 65. Tom has been recognized by Atlanta Magazine as a Five Star Wealth Manager each year since 2014.
His commitment to his clients has been a hallmark of his practice, and he is widely known and recognized for his integrity and thoughtful analysis in the professional community.
Tom and his wife, Lynn, live in the Buckhead area of Atlanta. Having raised three sons, they now find great joy in sharing in the lives of their five grandchildren. They attend Trinity Anglican Church and Tom serves on the Boards of the CS Lewis Institute of Atlanta and Langham Partners USA. Tom is an avid sport’s fan of the Georgia Bulldogs, loves reading and movies, and enjoys hiking, gardening and travelling.