Tom works as a Relationship Manager in the Charleston office, where he will help high-net-worth families pursue sophisticated strategies intended to help accomplish their personal, business, and philanthropic goals.
Prior to joining Diversified Trust, Tom excelled as a Senior Vice President and Private Client Manager at Bank of America Private Bank (U.S. Trust). For more than three decades, he has been building and maintaining thoughtful relationships with multiple generations of high-net-worth clients and their families. He draws on his prior background as a Trust officer and Private Client Manager to help clients address complex financial needs, drawing together wealth structuring, trust and estate planning, investment management, and complex lending, into a comprehensive plan. Tom began his career in banking as a Trust Officer with Citizens & Southern National Bank in Columbia, South Carolina.
A Phi Beta Kappa, Tom earned his bachelor’s degree from the College of William and Mary in Williamsburg, Virginia and his Juris Doctorate degree from the University of South Carolina School of Law. Additionally, he graduated with high honors from the National Graduate Trust School. Tom is a member of the South Carolina Bar Association and a former board member of the Charleston Estate Planning Council, Aiken County Open Land Trust, and Joye In Aiken, a nonprofit organization dedicated to making performing arts available to residents of Aiken, South Carolina.