Thomas Edwards
Georgetown University
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Thomas Edwards is a highly experienced Investment Officer with over 32 years of work experience. He has a strong background in investments, asset allocation, retirement planning, wealth management, and loans. Currently, he assists clients with investment planning, retirement income, and businesses with 401(k) plans. Thomas has worked in corporate banking, marine Midland, and the energy industry. He is also a Peace Corps volunteer and has served as a member of the Int'l Board of Directors of Amigos de las Americas. Thomas is dedicated to raising funds for research and is a valuable asset to any organization.
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About
I’m a First Vice President – Investment Officer at Wells Fargo Advisors, LLC, Member SIPC in Houston, TX. I began financial services in 1991. Since that time, I have developed extensive knowledge in risk management through active asset allocation and currently assist clients with investment planning, retirement income and businesses with 401(k) plans.My career started in corporate banking with Chase in New York City immediately after graduate school. I subsequently worked for Marine Midland and its parent, HSBC. At these institutions, I lent to the energy industry and later managed Pacific Rim business for West Coast multinationals from Los Angeles. Deciding not to take a banking position in Hong Kong, my wife, Julie, and I moved our family back to Houston. I earned a BS Foreign Service from Georgetown Univ in Washington DC and my MBA from the Univ of Chicago. Prior to grad school, I was a Peace Corps volunteer in Paraguay. I taught in a high school and created the school library. I was involved in improving sanitation; worked with leaders of a small community to build a school. The last 5 years, I’ve served as a member of the Int’l Board of Directors of Amigos de las Americas (entirely volunteer). Amigos is a charity that trains and sends 650 high school and college students on community projects in 9 Latin American countries. I was one of those teens and served in Honduras and Guatemala; I loved the challenges and cultural differences.Annually, I ride in the MS 150 to raise funds for research.Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm.This information is intended for use only by residents of AR, CO, CT, DC, MA, NH, NJ, NY, OH, OK, TN, TX, VA, WA, only.Please contact me by e-mail [email protected] or by Phone 713-468-6552 or toll free at 1-800-284-6501. I cannot respond to messages through LinkedIn.
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Vice President - Investments
Financial Services
Thomas Edwards's Professional Milestones
- Vice President - Investments (1991-09-01~2009-10-01): Expanding the company's global value by establishing strategic partnerships and fostering strong relationships with key investment organizations.
- Vice President - Investments (2009-10-01~): Implementing strategic investment initiatives, driving business growth and establishing a strong market presence.
Education
Foreign Service
Skill
Investments
Asset Allocation
Retirement Planning
Wealth Management
Loans
Investment Strategies
Securities
Finance
Retirement
Risk Management
Mutual Funds
Wealth Preservation Planning
Alternative Investments
Wealth Management Services
Investment Planning
Certification
Colleagues
Zachary B.
In the job market and owner of Buckley’s Bites Beef Jerky
Ross Wolff
Product Owner
Oluwatoyin Orebiyi
escalations manager at wells fargo advisors & owner at jt carr property solutions llc
Nathaniel Diorio
Agile Product Owner | Experience Portfolio Management Platform
Gina Balloni
Product Manager | Product Owner
Other Named Thomas Edwards
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Thomas Edwards works for Wells Fargo Advisors
Thomas Edwards's role in Wells Fargo Advisors is Vice President - Investments
Thomas Edwards works in the industry of Financial Services
Thomas Edwards's colleagues are Zachary B.,Ross Wolff,Oluwatoyin Orebiyi
Thomas Edwards's latest job experience is Vice President - Investments at Wells Fargo Advisors
Thomas Edwards's latest education in Georgetown University