Let's move forward. Together.

Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.

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Thomas "Tommy" Goth

Senior Vice President–Wealth Management

Financial Advisor

Tommy has more than 25 years of financial services industry experience. As a Senior Vice President - Wealth Management, Tommy works closely with his clients to gain a true understanding of who they are and what's most important to them. The relationships he and his clients have established with each other drive the entire process; this enables Tommy to better understand clients' needs, goals, and risk tolerance. He uses this information, along with his knowledge and experience, to create comprehensive strategies for his clients. He focuses on retirement, financial planning, and wealth management.

Tommy, who was a Certified Public Accountant before joining UBS, has a Masters Degree in Business from Lamar University. He is a deacon at Calvary Baptist Church and active in Young Life for Youth, Lamar Alumni Assoc. and Symphony SE Texas.

Registered States:
  • AL
  • AR
  • CA
  • FL
  • HI
  • IN
  • KS
  • LA
  • MA
  • MS
  • NC
  • TN
  • TX

Education

  • Masters Degree in Business, Lamar University
  • Undergraduate Degree in Business Management, Lamar University
3450 Dowlen Road, Suite A
Suite A
Beaumont, TX 77706
  • (409) 654-3242

Email Me

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A leading global wealth manager

Global Wealth Report 2024

Crafted wealth intelligence

Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

Gain additional insights into the trends shaping wealth in the US and around the world.

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As of 03/31/2024

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