Thomas S. Robertson III

Senior Vice President

520.729.9263 [email protected]

Tom Robertson is Senior Vice President at Presidio Group Wealth Management, an independent financial advisory group with offices in Tucson, Walnut Creek, and Chico.

Tom has been in the financial services field for 23 years. Prior to his current career, he served 20 years in the United States Air Force, retiring in the rank of Lieutenant Colonel. Tom grew up in Mississippi and obtained his BBA in Accountancy from the Patterson School of Accountancy at Ole Miss.

With smart planning and ongoing guidance, Tom helps clients make informed decisions to live their dreams.

Tom lives in Tucson with his wife Cindy. They have two adult children and two grandchildren. He serves on several non-profit boards: the Boys and Girls Clubs of Tucson, the Professional Advisory Board of the Community Foundation of Southern Arizona, and the Marine Corps Memorial Club in San Francisco. Tom is also active in the Rotary Club of Tucson (Catalina), and the Steven Phillips Tucson Tax Study Group. Travel, skiing, fly-fishing, cycling, and sailing occupy his spare time.

Areas of Specialty

Asset Management
Retirement Planning
Long Term Care Funding
Estate and Charitable Giving
Cash Flow Analysis
Tax Planning Strategy
Portfolio Construction
Insurance

Education & Credentials

BBA Accountancy, University of Mississippi, Oxford, MS
Registrations: Series 6,7,26,63,65

520.729.9263 [email protected]

Areas of Specialty

Asset Management
Retirement Planning
Long Term Care Funding
Estate and Charitable Giving
Cash Flow Analysis
Tax Planning Strategy
Portfolio Construction
Insurance

Education & Credentials

BBA Accountancy, University of Mississippi, Oxford, MS
Registrations: Series 6,7,26,63,65

Tom and Cindy

Contact Us

Email, call or set up an appointment and take control of your financial future.

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