Thomas Aviles in

Thomas Aviles

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Head of Advisor Software at Morningstar
📍 Greater Chicago Area, United States

Thomas Aviles is the Head of Advisor Software at Morningstar, leveraging over a decade of experience in the wealth technology and financial planning space. A frequent speaker at industry conferences, he focuses on how technology and research can improve advisor-client outcomes. He holds a Bachelor of Arts from the University of Wisconsin-Milwaukee.

Outside of his professional life, Thomas is a former competitive boxer and a dedicated fan of tabletop games, with Stockpile, Wingspan, and Splendor being some of his favorites. This suggests a passion for strategy and competition in both his personal and professional pursuits.

Unique fact: Thomas is a former competitive boxer.

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Experience
12 Years
Current Role
Head of Advisor Software
Job Level
Mid-senior
Location
Greater Chicago Area, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Thomas cares about

AI for Advisors
He frequently speaks on how AI is transforming advisor workflows and expanding their knowledge base to deliver superior client value.
Wealth Technology
His entire career has been focused on financial planning solutions and advisor software, making him an expert in the wealth-tech space.
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Career

Work history

8-2025
Head of Advisor Software
Morningstar
3-2022 - 8-2025
Vice President, Business Development - Advisor Client Experience
Morningstar
11-2020 - 3-2022
Vice President, Business Development - Financial Planning
Morningstar
2-2019 - 10-2020
Account Executive
Paro.io
6-2018 - 2-2019
Regional Sales Director
Morningstar
In the press

Media appearances

Wealth Science Podcast #5 – Interview with Thomas Aviles, Head of Advisor Software, Morningstar. Featured in Wealth Science Podcast (YouTube)
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Education
2011 - 2015
Bachelor of Arts (B.A.)
University of Wisconsin-Milwaukee
2010 - 2010
Education details unavailable
University of Arizona
2006 - 2010
High School Diploma
Walden III Middle/High School
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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