Thomas Pollock Jr., CFP®
Financial Advisor
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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.