Thomas W. Wynn

Client Service Specialist

(626) 792-2228

Thomas joined Clifford Swan Investment Counselors in 2022 with over a decade of experience in the wealth management industry. As a client service specialist, he provides administrative support to clients’ investment counselors and works closely with clients in support of their goals. Tom particularly enjoys problem-solving for his clients.

Outside of the office, Thomas likes golfing, going to the movies, cooking, and reading about investing. Additionally, he is the founder of a nonprofit designed to help care for orphans in India. 

Diamond
"It fills me with joy when clients are happy with my service, and it is professionally satisfying to support each client's unique financial objectives."
EDUCATION
University of California, Irvine, Bachelor of Science, Biological Sciences, 1997
CERTIFICATIONS

Notary Public

LANGUAGES

Vietnamese

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