Thomas Story is a financial advisor at Thomas Story and Son LLC with 17 years of industry experience. He holds Series 63 and Series 65 registrations and has been with his current firm since 2008. Thomas Story and Son LLC manages discretionary portfolios for individuals, high-net-worth clients, corporations, and trusts, serving a small client base with a seven-figure account minimum. The firm employs a bottom-up, fundamental investment approach with an emphasis on long-term positions and discretionary trading, supported by accounting and tax expertise through its affiliation with an accounting practice.

David Story is a financial advisor with Thomas Story and Son LLC in Plymouth, Indiana. He holds Series 63 and Series 65 designations and has 18 years of industry experience. David has been with Thomas Story and Son LLC since 2009, working alongside one other advisor in a small team. Thomas Story and Son LLC provides discretionary portfolio management to individuals, high-net-worth clients, corporations, and trusts, maintaining a small client base with a seven-figure account minimum. The firm employs a bottom-up, fundamental investment approach combined with accounting and tax-aware expertise through its affiliation with an accounting practice.