top of page
Thomas G. Taliaferro, CIMA®, AIF®

Financial advisor/portfolio manager with over 30 years’ professional experience including serving as a Senior Vice President for both Morgan Stanley and Wells Fargo Advisors.  Highly experienced with high net worth and ultra-high net worth investors.  Extensive supervisory experience including managing 55 other financial advisors with accounts totaling in excess of $4 billion. Experience with numerous financial advisor employment issues at broker-dealers. Spotless compliance record.  Accomplished public speaker. FINRA Arbitrator. Experienced securities expert witness testifying in AAA, FINRA and Superior Court venues and deposition.

bottom of page