Tom Anderson is a Managing Director of Wealth Management at UBS Financial Services Inc. in Menlo Park, CA. With over 35 years of experience, Tom believes in providing straightforward advice and taking a long-term view when it comes to investment strategies. He focuses on designing plans that minimize volatility, are attainable, and prioritize savings. Tom's commitment to service, developed through his attainment of the rank of Eagle Scout, has proven valuable in guiding his clients towards their financial goals. He is a distinguished UBS Wealth Advisor and Senior Portfolio Manager, and holds a B.A. in History from the University of California Berkeley.
Tom Anderson has been recognized as one of Forbes' Best-in-State Wealth Advisors from 2018 to 2023. His expertise in financial planning and investment management has earned him this prestigious accolade. Tom's roots in the Bay Area date back to the 1870s, and he is proud to serve the local community. He is an avid reader, competitive swimmer, and tennis player. Tom and his wife, Sandy, are proud parents of Emily and Philip, who are pursuing their careers in Washington D.C. and the Bay Area, respectively.
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