Thomas Wingo, CFP®
With over 31 years’ experience as a Financial Planner, Tom is the senior member at Queen City Financial Advisors, LLC. Tom began his financial planning career under the guidance of his father, Bill Wingo, in 1983, and has evolved his practice and product knowledge to offer his clients a wide range of options and investments as they worked together to develop individual investment strategies.
In keeping with the family tradition, Tom's son, Mike Popil, joined Queen City Financial Advisors as a Registered Office Assistant, and has begun working under Tom’s tutelage to continue the responsibilities of providing their clients with the level of service they have come to expect and deserve.Tom is a force to be reckoned with, and earned the title of Top Producer for 2013 for Queen City Financial Advisors, LLC.
Tom specializes in long-term financial planning for individuals of all ages and levels of financial objectives. He has a relationship-oriented practice and his attention to clients’ individual needs is paramount to his success as a financial planner and to the attainment of their personal financial goals. He has structured his career so that he is able to provide his clients with the level of personal attention they require when making long-range and short-term decisions about their financial present and future.
As a fee-based planner for over 21 years, with over $32 million in current fee-based business, this second-generation financial planner is able to provide his clients with a level of experience and depth of knowledge that will serve them well as they work together over the years.
Tom lives in Florence, KY, with his wife Pat and their menagerie of pets. Their greatest pleasure comes from being with their family, which includes seven grandchildren. They enjoy going on their annual family beach vacation, which frequently includes in excess of 30 people, and visiting with friends.
Tom has a degree in Marketing from Miami University, is a licensed Certified Financial Planner CFP®, holds a FINRA Series 7 General Securities Representative license, a Series 63 Investment Advisor Representative NASAA license, and a life insurance license.