Thomas W. Ward has been a member of the Oil City Community all his life. He has 26 years of experience in financial planning and investment management. With this accumulated knowledge and perspective, he will help keep you and your financial future on a steady course by providing personalized financial, retirement and estate planning advice using some of the industry’s most comprehensive resources. His investment process takes into account your investing experience, your expectation for returns, your tolerance for risk and the performance of your portfolio. Tom endeavors to create long-term, meaningful relationships with his clients.
As your life and needs as an investor evolve, Tom will be with you every step of the way. Tom understands the dynamics of wealth, how to balance the complex forces at work and how to adapt as conditions change. He will offer sound advice and customized financial strategies designed specifically for you.
Tom began his career in financial services in 1992 and has experience with Raymond James, Wells Fargo, Wachovia, First Union and Wheat First Union. He resides in Oil City with his wife Laurie. He is a member of; The Knights of Columbus, Oil City Boat Club, Wanango Country Club, where he enjoys golfing. As a member of the Oil City Community he enjoyed; 15 years as Administrator of the Oil City Little League, and coached Baseball, Basketball, and Football for about 25-30 years.
Raymond James is not affiliated with the above organizations and/or charitable causes.