Thomas Meagher is a financial advisor with Lipscomb Investment Group, LLC, holding a Series 65 designation and four years of industry experience. He has worked at Lipscomb Investment Group since 2021 and has prior experience at Cork Tree Wealth Partners, LLC and Lipscomb Wealth Partners, LLC. Before entering the financial advisory field, he spent eight years at Pharmavite LLC. Lipscomb Investment Group advises individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, offering discretionary portfolio management, financial planning, pension consulting, and access to private investment opportunities. The firm customizes advice based on client suitability and employs various portfolio construction methods, regularly monitors accounts, and sponsors a wrap fee program.

Davis Lipscomb is a Series 65 credentialed advisor with 12 years of industry experience. He is currently with Lipscomb Investment Group, LLC, where he has worked since 2015. Lipscomb is a co-owner of PxL Family Office, LLC, a family office joint venture with Pivotal Finance. Lipscomb Investment Group serves individuals—including high-net-worth and non-HNW clients—as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides discretionary portfolio management, financial planning, pension consulting, and access to private investments, employing a mix of investment methods and regularly monitoring accounts to maintain tax efficiency and appropriate portfolio construction.