Thomas Pollock Jr., CFP®

Thomas Pollock Jr., CFP®
Financial Advisor

Thomas Pollock Jr. joined the Alpha Beta Gamma Wealth Management team in 2020. As a CERTIFIED FINANCIAL PLANNER™, he specializes in working with clients in developing comprehensive financial plans, tailored investment strategies, liability management, insurance analysis, and estate planning strategies. He takes the time to understand each client’s personal needs and utilizes a disciplined process to help clients stay focused and move forward with confidence. He is a firm believer in transparency and delivering exceptional client service.

Thomas began working in the financial industry in 2015 at UBS Financial Services and held accounting roles in the public and private sectors prior to that. He currently holds the series 7 and series 66 licenses and is also licensed as an agent for life, health, annuities, and long-term care insurance. He graduated from the University of Hartford with a master’s degree in accounting and earned a bachelor’s degree in accounting from the University of New Haven. Originally from Connecticut, Thomas now resides in Port Saint Lucie, FL with his wife, Isabelle, and their Australian labradoodle named Fritz. Outside of work he enjoys playing golf, tennis, and traveling.

Alpha Beta Gamma Wealth Management is a registered investment advisor with the SEC. This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is not indicative of current or future performance and is not a guarantee. The investment opportunities referenced herein may not be suitable for all investors. All data and information referenced herein are from sources believed to be reliable but there is no guarantee that such information is reliable. Any opinions, news, research, analysis, prices or other information contained on this website is provided as general investment and market commentary and does not constitute investment advice. Alpha Beta Gamma Wealth Management shall not in any way be liable for claims, and make no expressed or implied representations or warranties as to the accuracy or completeness of the data or other information, or for statements or errors contained in or omissions from the obtained data or other information referenced herein. The data and information are provided as of the date referenced. Such data and information are subject to change, without notice. This site and the materials contained herein were created for informational purposes only; the opinions expressed herein are solely those of Alpha Beta Gamma Wealth Management.