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Thomas W

Series 65, Series 63

Melbourne, FL

Cetera

Thomas Wilson Jr. is a financial professional with 23 years of industry experience, currently affiliated with Cetera. He holds Series 65 and Series 63 licenses and has worked with firms including Mass Mutual Investors Services, MassMutual Life Insurance Company, and Metlife Securities Inc. In addition to his advisory role, Wilson is engaged in fixed insurance sales and operates financial services businesses under the names Totus Wealth Management and Suntree Financial Services. Cetera Investment Advisers LLC is an SEC-registered adviser serving a diverse client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and access to a range of investment programs through a multi-manager platform with over 10,000 advisors and approximately $256 billion in assets under management.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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