Thomas C. Wells
Thomas C. Wells, a PGA Director, oversees trade execution and trade support personnel and assists with monitoring client portfolio asset allocation targets and the management of clients’ equity, fixed income, and cash portfolios. He also conducts equity and fixed income research and supports client relationship management teams. Tom earned a B.A. in Biology and Economics from Bowdoin College in 2015.
Prior to joining PGA in 2018, Tom was a Financial Representative at Fidelity Investments in Burlington, MA from 2015-2018 and focused on operations and service while providing introductory financial planning.