Tom Polk has worked in the financial industry since 1997. During this time he has helped hundreds of families and individuals pursue their financial and life goals. Tom’s experience includes working at a Fortune 500 brokerage firm, the trust department for one of the industry’s largest banks as well as a trust officer at one of the world’s most prestigious wealth management companies. He has also served in the private family office for a prominent philanthropic American family.
Tom’s educational training includes earning a J.D. from Vermont Law School and a Certificate in Financial Planning from the Terry College of Business, University of Georgia. He also holds the Series 7 registration with LPL Financial, the Series 66 registration with IFG Advisory, LLC, as well as life, health and disability insurance licenses.
When not serving his clients, Tom enjoys tennis, skiing, football and is a fanatic fan of every team and endeavor his children are involved in.