Client Service Manager, Private Wealth
Thomas Elliot
Thomas's EXPERTISE
- RIA Operations
- Client Services
- High-New-Worth and Ultra-High-New-Worth Individuals
Thomas Elliot joined Aldrich Wealth in 2023 and specializes in serving high-net and ultra-high-net-worth clients. Thomas has almost 15 years of experience in financial planning, investment management, insurance, and RIA operations.
Thomas graduated from Oregon State with a bachelor’s in finance and business administration. In his free time, Thomas likes gardening, cooking, wine tasting, and exploring the lust forests of the Pacific Northwest.