Thomas D. Storrie
 

 

Private Wealth Advisor

[email protected]

​Schedule a Consultation

linkedIn-icon
 

 


Office Locations: Chapel Hill, NC

Directions to Chapel Hill Office
Please enter your starting address to get customized directions to our office.



 

Thomas D. Storrie, CFP®, MBA

Tom has studied and worked in the field of finance for the past 35 years, including 20 years helping clients achieve their financial goals.

In 1996, after completing his MBA, Tom made a career transition from corporate to personal finance.  It was the ideal way for him to combine his technical experience and personal interest.  The importance of a strong work ethic and saving for the future was instilled in Tom at an early age, as the son of small business owners. And yet Tom observed as an adult how quickly families could find themselves struggling through economic downturns or unexpected tragedies, without the benefit of professional, financial advice.

Life’s experiences, coupled with education and training, now enable Tom to help his clients interpret financial and economic principals and tailor that knowledge to their particular circumstances.  Tom takes a personal interest in his clients, and his clients, in turn, are comforted knowing his advice is in their best interest.

Tom has a bachelor of business administration degree in finance from Kent State University, an MBA from the University of North Carolina-Greensboro, and has been a CERTIFIED FINANCIAL PLANNER™ professional since 1999.  He is licensed in five states and holds FINRA Series 7, 63, and 65 securities registrations as a Registered Representative with Commonwealth Financial Network®.  Tom holds health, long-term care, and variable life licenses.

Tom relocated from Ohio to Chapel Hill, North Carolina, with his wife, Mindy, in 1994. They have a daughter, Mallory. In his free time, Tom enjoys the struggle of his golf game, classic rock, travel, gardening, and reading.