March 10, 2023
We are pleased to announce the addition of Chris Thom to our executive leadership team as president and head of wealth services, responsible for leading our sales and services teams at Polaris Wealth Advisory Group as well as wealth services for the entire company.
“Chris has a passion for equipping adviser teams with a disciplined financial planning approach that creates exceptional client experiences,” CEO Mario Ramos said. “We’re thrilled to tap into his considerable knowledge and leadership abilities.”
A senior wealth management executive with 25 years of industry experience, Chris was a financial adviser before entering leadership roles at USAA, Charles Schwab and most recently Edelman Financial Engines. His tenure at Charles Schwab culminated in the leadership of Schwab Private Client Investment Advisory (now Schwab Wealth Advisory). Most recently at Edelman Financial Engines, Chris served as a divisional sales executive overseeing financial advisers.
“I am incredibly excited to lead the already exceptional teams at Adviser and Polaris,” said Chris. “I’m looking forward to this opportunity to enhance the wealth management services our advisers provide to clients as part of our next stage of growth and integration.”
Chris holds several professional certifications and designations, including CERTIFIED FINANCIAL PLANNERTM (CFP®), Chartered Financial Consultant® (ChFC®), Chartered Life Underwriter® (CLU®) and Certified Wealth Strategist® (CWS®).
He lives in Fort Worth, Texas, with his wife and three children.
About Adviser Investments and Polaris Wealth Advisory Group
Adviser Investments is a full-service wealth management firm offering tailored financial and tax planning, investment management and 401(k) advisory services. We’ve been helping individuals, trustsA legal document that functions as an instruction manual to how you want your money managed and spent in your later years as well as how your assets should be distributed after your death. Assets placed in a trust are generally safe from creditors and can be sold by the trustee in short order, avoiding the lengthy and costly probate process., institutions and foundations since 1994. Adviser Investments and its subsidiaries have over 5,000 clients across the country and over $8 billion in assets under management. To see a full list of our awards and recognitions, click here.
Founded in 1998, Polaris Wealth Advisory Group offers a full suite of wealth management services to clients while pairing in-depth comprehensive planning with proprietary tactical investment management services. Polaris serves clients nationwide through strategic offices in California, Texas and Illinois, and takes great pride in serving families and investors from all walks of life.