Broker Check
Tom  Halvorsen

Tom is an accomplished CERTIFIED FINANCIAL PLANNER™ professional, boasting 27 years of experience in the industry. His journey began in 1992 when he graduated from the University of Connecticut with a B.S. in Accounting, a solid foundation that shaped his career. During his time at UCONN, Tom was a valuable member of the varsity baseball team, contributing to their remarkable victory in the Big East title race of 1990.

Unfortunately, Tom's promising baseball career was cut short by an injury. Undeterred, he redirected his passion and efforts towards corporate accounting positions, gaining invaluable insights and knowledge along the way. In 1996, Tom made a significant move by joining Waddell & Reed, where he excelled and made a lasting impact.

Currently, Tom serves as the President of Wealth Bridge Financial Group, a testament to his leadership and dedication to providing exceptional financial planning services. Beyond his professional accomplishments, Tom is a devoted family man. His wife, Karen, also a University of Connecticut alumna, graduated with a B.S. in pharmacy in 1994.

Together, Tom and Karen reside in St. Petersburg, where they share a fulfilling life with their two children, Jack and Jessica.  In his well-deserved leisure time, Tom indulges his love for travel, creating unforgettable memories alongside his loved ones.

‚Äč