“Tom not only provides his clients with over three decades of specialized knowledge in the wealth management business, but with skills necessary to successfully guide these valuable business lines through the cultural changes needed to integrate and streamline sales, compliance and operations. His understanding of both banking and wealth management business lines, uniquely positions him to help banks and credit unions implement investment and wealth management programs efficiently and effectively while bridging the culture gaps between banks and investment advisers. If you are a bank wishing to offer investment and wealth management services or if your current program is languishing, I strongly recommend you use an Tom’s expertise to help you build a successful business line.”

—Anita Gentle Newcomb

President, A.G. Newcomb and Company