Tom Wells

Tom Wells is a financial professional with extensive experience in financial planning and investment advisory services. Currently serving as a Financial Planner at Money Concepts since October 2025, Tom previously operated as self-employed for a brief period in September and October 2025. Prior to this, Tom was employed at The Chamberlin Group as a Holistic Financial Planner and Certified Financial Fiduciary® from July 2023 to September 2025. Tom's career began as a Financial Planning Consultant at Primerica, where employment lasted from March 2010 to July 2023. Tom holds a Bachelor of Business Administration (B.B.A.) degree in Marketing from Webster University.