Thomas Wormsley, Investment Advisor Representative, joined Fritts Financial in 2008. Thomas is a licensed series 65 Investment Advisor Representative with USAdvisors Wealth Management LLC, a series 7 Registered Representative with Securities America, Inc., and is a licensed insurance agent for fixed products only with Fritts Financial LLC.
Thomas is a Knoxville, Tennessee native who graduated from the University of Tennessee with a Bachelor of Arts in Economics. Retiring from Kroger after 25+ plus years in management, Thomas still wanted to help others. A second career as an Investment Advisor Representative was quickly born due to Thomas's desire to serve people, his love of numbers, and his knack for planning.
"Passionate" and "kind" are words clients often use to describe Thomas. Working with retirees and those who are planning for retirement are his specialty. However, Thomas does work with clients of all ages, his youngest being just 20 years old. Thomas takes great pride in caring for clients (some of whom are widows and widowers) by planning special events for them each year. “Client-based relationships built on trust” is his mantra and is how Thomas has built his successful business via referrals.
Thomas and his wife, Trish, currently live in Farragut, Tennessee. Travel, gardening and camping are favorite activities for these outdoor lovers. Thomas and Trish are parents to two amazing puppy fur-babies who were recently rescued from the local animal shelter. Fur-babies, Vinnie and Lucy, weigh a combined 12 pounds.
Securities offered through Securities America, Inc., Member FINRA / SIPC. Advisory Services offered through USAdvisors Wealth Management, LLC. Wormsley Wealth Management, Fritts Financial, LLC, USAdvisors Wealth management, LLC, and Securities America are separate companies.
This website is not an offer to buy or a solicitation to sell securities. Thomas Wormsley is licensed to offer securities in the following states: FL, IN, MO, MD, TN, TX.
Thomas Wormsley is licensed to offer insurance in the following states: TN, MO, IN, TX, WV.
Thomas Wormsley has a series 6, 7, 63, and 65.
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