Better Business Bureau
Tom Antonelli, CFA®

Tom Antonelli, CFA®

CHARTERED FINANCIAL ANALYST™

Tom joined Wilkinson Wealth Management in 2019 and is a CHARTERED FINANCIAL ANALYST™.  He has been working in the investment management and portfolio management business for over 35 years. He believes that an individualized, custom investment process coordinated with the clients’ overall financial planning and wealth goals creates an excellent opportunity for success. He has worked with families looking to establish a solid financial footing for their future, as well as corporate executives and medical professionals who seek a competent, trusted advisor who can handle a broad set of diverse challenges. Tom has served in many portfolio management and wealth advisory roles, with experience managing large corporate and institutional portfolios, as well as family trusts, educational funds and individual accounts. His core value is that every client deserves and should receive the best array of services from a dedicated, trusted professional.  Tom is married and resides in Lynchburg, Virginia. He enjoys traveling with his family and friends, especially when it involves his favorite outdoor activities of skiing, tennis, and mountain biking.

 

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