Tom Wegner, CFP®
Senior Vice President
Financial Consultant
Marietta, GA
Tom Wegner, CFP®
Tom believes that financial planning is a constantly evolving experience that focuses on what matters most to his clients. He has developed and refined a process that puts all the pieces of the financial puzzle together for his clients as their lives unfold and needs evolve.
With over 25 years of experience in the financial services industry, Tom has been dedicated to helping individuals and business owners pursue work-optional lifestyles. He has an undergraduate degree from Mercer University and an MBA from the University of Colorado. In addition to being a CERTIFIED FINANCIAL PLANNER™ professional, Tom has his FINRA Series 7, 24, and 66 securities registrations held with LPL Financial and his Georgia Life, Accident and Health Insurance license.
Tom lives in Canton, Georgia with his wife Kellie and their dogs. In his free time, he enjoys traveling and spending time with his two college-aged children.
Certifications
- CERTIFIED FINANCIAL PLANNER™ professional
- FINRA Series 7, 24 and 66 securities registrations held with LPL Financial
- Georgia Life, Accident and Health Insurance license
Education
- Mercer University – Bachelors in Finance and Political Science
- University of Colorado – Master of Business Administration
Important Legal Disclosures and Information
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LPL Financial Form CRS
Your Bank (“SouthState Bank”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
*Please consult your tax-advisor for tax related issues.
**Products and services offered through LPL Financial.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC.). Insurance products are offered through LPL or its licensed affiliates. SouthState Bank, N.A. and SouthState Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using SouthState Investment Services and may also be employees of SouthState Bank, N.A. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, SouthState Bank, N.A. or SouthState Investment Services. Securities and insurance offered through LPL or its affiliates are:Not Insured by FDIC or Any Other Government Agency Not Bank Guaranteed Not Bank Deposits or Obligations May Lose Value The services offered within this investment site are available exclusively through our U.S. registered representatives and are available for U.S. residents only. LPL Financial U.S. registered representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.
