Insight-based advice

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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Tom Anderson

Managing Director–Wealth Management

 

Tom believes in giving straight-forward advice—in any market. Take a long-term view. Make decisions proactively, not reactively. Stick with your savings and investment plan. Tom's focus is on designing investment strategies that minimize volatility, are attainable and focus on savings. Financial planning plays an important role in helping clients stay on the right path to retirement. Tom's work ethic was formed while attaining the rank of Eagle Scout. This commitment to service has proven valuable in guiding clients over the years.

Tom joined the UBS predecessor firm PaineWebber in 1985, and has since earned the distinguished UBS Wealth Advisor designation and Senior Portfolio Manager designations. Tom graduated from University of California Berkeley with a B.A. in history.

A competitive swimmer, tennis player and avid reader, Tom has roots in the Bay Area since the 1870s. He and his wife, Sandy, are proud parents of Emily and Philip, who are now working in Washington D.C. and the Bay Area, respectively.

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • IN
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MS
  • MT
  • NC
  • ND
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • SC
  • TN
  • TX
  • UT
  • VA
  • VI
  • WA
  • WI
  • WY

  • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
  • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
  • UBS Wealth Management Chairman’s Council, 2024UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • B.A. in History, University of California Berkeley

Credentials

  • Senior Portfolio Manager
  • Wealth Advisor
305 Lytton Ave
Palo Alto, CA 94301

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The UBS Optimus Foundation has committed up to $1 million in match funding for donations to trusted relief organizations Americares, World Central Kitchen, Team Rubicon and GiveDirectly in support of their efforts on behalf of those affected by the recent wildfires in southern California.

Learn more about how you can get involved and double your impact through the UBS Optimus Foundation.

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