Tom Kilborn
Southern Methodist University
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Tom Kilborn is a Managing Director - Wealth Management Advisor with over 40 years of experience. He is the lead partner at The Kilborn Wealth Management Group, where he focuses on creating lasting, long-term relationships and becoming a trusted advisor to individuals and families. Tom understands the unique situation and believes in the diversification of all asset classes and customized asset allocations. He believes in the importance of predetermined and sound investment processes to enhance long-term investment success. Tom's expertise in wealth management and his commitment to preserving and distributing wealth make him a valuable asset to any organization.
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Managing Director – Wealth Management AdvisorAs the lead partner with The Kilborn Wealth Management Group, I seek to create lasting, long term relationships and become a trusted advisor to the individuals and families I work with. I feel it is essential to take time to fully comprehend every client's unique situation prior to making any recommendations. By understanding what each client wants to accomplish and why, we can work together to develop a personalized strategy.My team utilizes a disciplined investment process to help our clients grow, preserve and distribute wealth during their lifetime and beyond. I am a firm believer in the diversification across all asset classes and the development of customized asset allocations. My experience shows that a predetermined and sound investment process that replaces the natural emotions of fear and greed can be the strongest factor in long-term investment success.*Asset allocation does not ensure profit or protect against loss in declining markets.
...See MoreWork Experience
Managing Director | Wealth Management Advisor
Wealth Management Advisor | Managing Director
Financial Services
Tom Kilborn's Professional Milestones
- Wealth Management Advisor | Managing Director (1983-06-01~): Developing strategic investment plans to optimize portfolio performance and drive sustainable growth.
- Managing Director | Wealth Management Advisor: Successfully managed and expanded portfolios, optimizing wealth management strategies for clients' aging and wealth growth.
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Tom Kilborn works for Merrill Lynch
Tom Kilborn's role in Merrill Lynch is Managing Director | Wealth Management Advisor
Tom Kilborn works in the industry of Financial Services
Tom Kilborn's colleagues are John "Jack" C. Davis,Patrick Jarin,Kirk Fleming Jr
Tom Kilborn's latest job experience is Managing Director | Wealth Management Advisor at Merrill Lynch
Tom Kilborn's latest education in Southern Methodist University