AdFi
TG

Thomas Gutterman

New York, NY
Verified Identity

Financial Advisor at

Wells Fargo Advisors

Years of Experience

11 years

Number of Clients

50

Average Client Size

$1,500,000

Member Since

2025

Allow Me to Introduce Myself

As a Financial Advisor, my goal is to help my clients make the most of their financial lives. From retirement planning to wealth preservation to education savings for children or grandchildren, I can help you develop and implement smart financial and investment strategies around your goals and needs...

One thing I want my clients to know about me is...

I approach every client relationship with the mindset that your goals are my goals. Trust isn't given, it's earned. Whether it's preserving wealth, planning for the future, or navigating complex markets, I treat money with the same level of care, diligence, and thoughtfulness I would apply to my own family's future. I'm here to guide with clarity and confidence.

Clientele

Business Owners
High Net Worth Individuals
Entrepreneurs
Wealthy Families
Startup Employees
New Investors
Surviving Spouses
Real Estate Developers

Services Provided

Specialties and Expertise

Pricing Models

Education

University of Maryland - College Park

Bachelor of Arts - Economics

Obtained in 2014

Disclosures and Proof of License

SEC Profile

Advisor Disclosure

Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Member FINRA/SIPC

AdvisorFinder Disclosure

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Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank of Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
Profile Last Updated: June 26, 2025