Thomas Carr

Senior Client Executive

Thomas Carr 

Thomas Carr brings over 18 years of experience in portfolio management, investment analysis, and private banking to his role as Senior Client Executive.

Before joining Bank of the West, Thomas was Senior Vice President and Private Client Advisor at Wells Fargo for 11 years. He has also served as an Institutional Trader at Comerica, and Commercial Banker at Bank of A. Levy.

Thomas earned a Bachelor degree in Finance at California State University, Fullerton. He is a Certified Wealth Strategist® and holds Series 6, 7, 63, and 65 Securities Licenses, as well as a California Life Insurance License.

As a Senior Client Executive at Family Wealth Advisors, he works closely with clients to uncover their needs and aspirations. And he facilitates the specialized financial, as well as non-financial services they require to pursue their goals — from investment, fiduciary, and wealth planning, to family governance, education, and lifestyle management, to strategic philanthropy and solutions for private business owners.

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