Tailored wealth advice

Professional guidance that helps inspire confidence

As UBS Wealth Advisors, we understand that wealth management is more than just access to the wide range of financial services and solutions. You need those services and solutions tailored to your unique situation to help pursue your personal financial goals and dreams. We're here to help you embrace your financial future.

Architect at drawing table

Thomas Wagner

First Vice President–Wealth Management

Since 1990, Tom has devoted himself to the financial services industry, where he has been able to genuinely make a difference in the lives of his clients. His early experience as a business owner enables him to understand and anticipate his client’s needs for liquidity, growth, security and succession. As a parent, he has unique insight into his clients’ objectives and concerns when planning for everything from growing a family and paying for college to assisting aging parents and preparing for retirement. He has a unique ability to identify what is most important to his clients and help them proactively achieve it.

Tom’s client-focused approach to comprehensive wealth management includes asset allocation, equity and fixed income management, lending solutions and alternative investments. His past experience includes owning a registered broker/dealer firm, giving him unique insight into market trends and investment strategies.

Tom also believes strongly in the importance of giving back to our community and contributing to the betterment of others. He is currently a member of Leadership Pinellas and is actively involved with the Association of Corporate Growth and the American Cancer Society. Prior to this, he enjoyed serving on the boards of the Dunedin Fine Art Center and The Arc Tampa Bay, where he has served as Investment Committee Chairman. Tom has also served as a member of the Pinellas Estate Planning Council and the Advisory Council for the Morton Plant Foundation.

Originally from Glen Ellyn, IL, Tom graduated from the University of Kansas with a B.S. in economics. Tom and his wife, Joanna, have three children and two dogs. He likes to spend his free time on the water with his family or playing golf. They live in Indian Rocks Beach, FL.

 

Registered States:
  • CO
  • FL
  • GA
  • IL
  • NY
  • SC
  • TN
  • TX
  • VA
  • WA

Education

  • Economics, University of Kansas

Credentials

  • Wealth Advisor
101 E Kennedy Blvd
18th Floor
Tampa, FL 33602
  • (813) 202-1023

Email Me

The Year Ahead - Sustainable Investing

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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