Plan for success

A planning-based approach with an emphasis on risk management

Our team is dedicated to making a meaningful impact on your personal and professional life. That means understanding your priorities. Whether your focus is on maintaining your lifestyle, preparing your family to be responsible stewards of wealth or preserving your values and legacy, we’re committed to each generation of your family.

Couple B&W

Thomas Wood, CFP

Managing Director–Wealth Management

Tom has been with UBS since 2001. He began his financial services career with Smith Barney as a consulting group analyst in 1998. Tom is a CERTIFIED FINANCIAL PLANNER, a designation earned after fulfilling rigorous academic and ethical standards. He also gained the Endowment & Foundation Consultant (EFC) business designation. The designation is offered through UBS Institutional Consulting Program and enables him to work more closely with clients on their philanthropic endeavors.

He applies this expertise by working closely with clients to develop comprehensive financial plans, estate plans and manage investment portfolios.

Tom earned his B.A. in economics and business from Lafayette College in Easton, PA.  He holds a Series 7, 31, 63 and 66 securities licenses as well as life, disability and annuity insurance licenses.  A native of Southborough, Tom is a graduate of St. Mark’s School, where he remains active in the Alumni Association as a class agent, member of the Alumni Executive Committee and the Headmaster’s Advisory Council.  Tom also volunteers for the Sudbury Senior Center, where he delivers sand buckets and groceries to seniors in need.

Tom and his wife, Emily, live in Sudbury with their two children, Henry and Maggie, and dog, Cisco. In his free time, Tom enjoys spending time on Nantucket with his family, surfing and fishing and watching his kids participate in athletics.  Henry plays hockey and Maggie plays soccer.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • ID
  • IL
  • KS
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • NC
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • RI
  • TN
  • TX
  • VA
  • VT
  • WA

  • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023The 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.
  • On Wall Street – Top 40 Advisors Under 40, 2015The Financial Planning rating is awarded annually in Q1 based on information from a 12 month period ending in September of the prior year.

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


  • B.A. in Economics and Business , Lafayette College
  • Saint Mark's School


  • Senior Portfolio Manager

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Financial planning
Retirement planning
Legacy planning
Custom portfolios
Alternative investments
Sustainable investing
Impact investing
One Post Office Square
32nd and 33rd floors
Boston, MA 02109
  • (617) 439-8227

Email Me


Timely guidance from a disciplined team


Wealth management for every stage of life


Service focused on one goal: your success

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

Backed by the strength of UBS

A global leader in wealth management

$3.9 trillion

In invested assets globally 
As of 12/31/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager