Tom Gearhart in

Tom Gearhart

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Financial Advisor at Summit Financial Group
📍 Marion, Indiana, United States

Tom Gearhart is a Financial Advisor with Summit Financial Group, specializing in high-quality investment and wealth management programs. A graduate of Taylor University with ChFC and CLU designations, he focuses on developing enduring client relationships by providing expert guidance for long-term financial security.

A lifelong resident of the Fort Wayne area, Tom is married with two adult children. He is active in his community, having served on the board for Big Brothers Big Sisters of Northeast Indiana, and enjoys playing golf and spending time with his family.

Tom is a multi-year recipient of the National Association of Insurance and Financial Advisors Quality Award.

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Experience
49 Years
Current Role
Financial Advisor
Location
Marion, Indiana, 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 Tom cares about

Holistic Financial Planning
His approach involves creating complete financial plans to help clients manage success, protect assets, and realize their vision for the future, especially when they feel "stuck".
Wealth Management
As part of Northwestern Mutual's Private Client Group, he provides expert guidance on investment strategies and preserving assets over the long-term for financial security.
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Career

Work history

4-2019
Financial Advisor
Summit Financial Group
4-2016 - 4-2019
Financial Advisor
Northwestern Mutual
1977 - 4-2016
Financial Representative
Northwestern Mutual
In the press

Media appearances

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Education
1973 - 1977
Bachelor of Science
Taylor University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

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