Thomas H. Clark in

Thomas H. Clark

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Senior Financial Advisor - Managing Director-Investments at Wells Fargo Advisors
📍 Bethesda, Maryland, United States

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.

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Experience
46 Years
Current Role
Senior Financial Advisor - Managing Director-Investments
Job Level
Senior
Location
Bethesda, Maryland, United States
Personality Overview

How Thomas shows up

Communication Style
Decision Approach
Work Preference

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Priorities

Topics Thomas cares 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.
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Career

Work history

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

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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Education
Business Administration
Eastern Michigan University
Management Information Systems and Services
University of Southern California
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

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