Thomas Patton, CFP®

Thomas is a Private Advisor and Vice President in MWM’s High Net Worth business. Whether he’s working with an individual, multigenerational family, or business, Thomas’ focus is to help clients with their financial goals by simplifying their financial picture. He guides clients through important decisions and prepares them for financial success.

Prior to joining Rockefeller Capital Management, Thomas worked at Morgan Stanley where he specialized in portfolio management, with a focus on constructing/managing client portfolios and investment analysis & research.

Thomas received two degrees from Louisiana State University. He graduated with honors, earning his bachelor’s degree studying Business and Sport Commerce, and holds an M.B.A., with specializations in Finance and Data Analytics.

Thomas serves in his community as a coach at Buckhead Baseball, as well as a volunteer with Habitat for Humanity, the Junior Olympics, and the Special Olympics.

He and his wife Rebecca live in Atlanta with their son and dog. He is an avid golfer, and loves to travel, cook, and root for his LSU Tigers.