Broker Check
Tom  Halvorsen

Tom is a CERTIFIED FINANCIAL PLANNER™ professional with 23 years of industry experience.  In 1992, Tom graduated from the University of Connecticut with a B.S. in Accounting.  While at UCONN, Tom was a member of the varsity baseball team that won a Big East title in 1990.  After his career was cut short by injury, Tom worked in various corporate accounting positions before joining Waddell & Reed in 1996. He currently serves as President of Wealth Bridge Financial Group. His wife Karen also attended the University of Connecticut and graduated in 1994 with a B.S. in pharmacy.  They live in St. Petersburg with their two teenage children Jack & Jessica. In his spare time, Tom loves to travel with his family and is very involved with youth sports in St. Petersburg. 

 

Waddell & Reed is not affiliated with any other entities referenced.  08/20

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