Thomas Robertson

Financial Advisor

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Thomas Robertson is a Financial Advisor with Presidio Group Wealth Management, a premier practice skilled in Investment Management, Portfolio Construction, and Insurance. Presidio Group is a renowned practice in Tucson, Walnut Creek, and Chico, managing over $837 million¹, with clients in over 40 states. The team provides comprehensive planning with combined experience of well over 100 years.

Thomas was born in Aberdeen, Scotland but considers himself a native Tucsonan. Mr. Robertson has served in the financial services industry for 8 years in Southern Arizona. He is active in many civic and professional organizations in Tucson. He currently serves as a board member of the Fox Theater Foundation and is a member of the Tucson Rotary Club. Prior to his current career, Thomas spent 6 years working for Wells Fargo Treasury Services, specifically providing payment processing services for small to large sizes businesses throughout Southern Arizona. Thomas received a Rotary Youth Leadership Award in 2003, and subsequently was a Rotary Exchange Student in Ecuador following his high school graduation in 2004 through the spring of 2005. He is fluent in Spanish and enjoys travel, cooking, snowboarding, surfing, fly fishing, hunting, cycling, riding motorcycles, mixing and producing music, as well as spending time with his friends and family.

Mr. Robertson graduated from the University of Arizona in 2009. He graduated from Sabino High School in Tucson, Arizona in 2004. Like his father, Thomas is also an Eagle Scout and avid pursuer of anything in the outdoors.

¹ as of 05/27/2022

520.729.9268 [email protected] Linkedin Profile

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Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

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