Wiseman & Associates Financial Services, LTD |
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Thomas R. Wiseman, IIPresident
Phone: 540-722-6403 Tom founded Wiseman & Associates in 1987 with the goal of organizing a group of highly specialized professionals to meet the unique needs of individuals, families and business owners in the Piedmont Region. At W&A, Tom is responsible for the strategic direction of the firm and client relationships. Tom also has specific expertise in the business and high net worth life insurance marketplace. His focus is in wealth preservation and transfer, estate and succession planning. Tom has served the financial services industry for over 20 years and worked with many clients on numerous fronts. He attended the College of Wooster in Wooster, Ohio. Tom has been involved in numerous professional organizations, including membership in the Million dollar roundtable, The Association of Advanced Life Underwriters, and the American General Securities, Inc., President's Advisory Board.
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Securities and advisory services are offered through LPL Financial, a registered broker-dealer and SEC registered investment advisor. Member FINRA/SIPC. Tom Wiseman and Stephanie Smith, Representatives, Registered Representatives are licensed in the following states: Life Insurance Products: NC, NY, PA, TN, VA, WV. Securities: AL, AZ, CA, DE, FL, MA, MD, MI, MO, NC, NY, PA, SC, TN, VA, WI, WV. LPL Financial does not offer tax or legal advice. |
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