Thomas H. Clark

Examiner
DISC Type : sc

Senior Financial Advisor - Managing Director-Investments at Wells Fargo Advisors

Bethesda, Maryland, United States

Overview

Thomas H. Clark is the Managing Director of Investments at Wells Fargo Advisors, where he leads the Clark Financial Consulting Group. A veteran of the United States Marine Corps, he co-founded the Investments & Wealth Institute and has been recognized by Forbes as a Best-in-State Wealth Management Team leader.

Thomas is passionate about building proactive and educational relationships with his clients. His background includes serving as a First Lieutenant in the USMC and he actively serves as a mentor within his professional community. He is an alumnus of both Eastern Michigan University and the University of Southern California.

Unique fact: He was a founding board member of the Investments & Wealth Institute, the premier US provider of education for wealth management professionals.

Personality Overview

Tough To Convince

Process Oriented

Overcautious

They tend to have clarity about their needs and constraints, and are unlikely to over-promise.  Being observant comes to them naturally. The only way to convince them is by showing them examples and ample proof.

Topics They Care About

Investment Strategy
He leads the allocation and investment strategy for his team at Wells Fargo Advisors, focusing on a client-centric approach.
Professional Education
As a co-founder of the Investments & Wealth Institute, he has a foundational interest in high-quality education for financial professionals.
Client Relationships
His professional philosophy emphasizes establishing constructive, educational, and proactive communication and relationships with all clients.

Media Appearances

Thomas H. Clark – Wells Fargo Advisors Profile. Featured in Forbes

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Thomas Clark - Bethesda, Maryland - Financial Advisor. Featured in Wells Fargo Advisors

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Work History

7-2016
Senior Financial Advisor - Managing Director-Investments at Wells Fargo Advisors
Founding Board Member, Past Vice President and Current Member at Investments & Wealth Institute
7-1979 - 7-2016
Senior Vice President & Senior Investment Management Consultant at Morgan Stanley
First Lieutenant at United States Marine Corps

Education

Business Administration from Eastern Michigan University
Management Information Systems and Services from University of Southern California

More Information

Social Presence :

Prographics :

Exp : 46 Location : Bethesda, Maryland, United States Job Level : Senior Designation : Senior Financial Advisor - Managing Director-Investments at Wells Fargo Advisors
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Insights For Selling To Thomas H.

During A Call Or A Meeting

DO's

  • First of all, focus on building their confidence by sharing examples, case studies etc.
  • Spend time addressing concerns around risk and change, they will have them even if they don't express them
  • Expect them to be vague in response to your questions, ask firmly and pointedly

DONT's

  • Avoid getting into storytelling mode, especially when they ask specific questions
  • Don't use phrases like 'do not worry', 'i promise' etc.
  • Don't be very accepting if that is your natural style, stay firm

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Thomas H. is

  • Low-risk, adoption by others are very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Thomas H.

  • They don’t say no often, they push out the decisions or keep going around in circles.

Insights For Deal Planning

    How fast (or slow) will Thomas H. move?

  • They do not like to rush and therefore can be quite slow in their decision-making.
  • Can Thomas H. take some risk or not?

  • They have little risk-appetite and prefer to take measured decisions.

You And Thomas H.

Personality Compatibility


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