Thomas Wingo CFP®
Phone: 513-729-9734
Email: thomas.wingo@queencityadvisors.com
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With over 26 years experience as a Financial Planner, Tom is the senior member of the team at Queen City Financial Advisors, LLC. As an independent advisor, Tom is able to offer his clients a wide range of options as they work together to develop each client's individual investment strategy. Tom began his financial planning career under the guidance of his father, Bill Wingo, in 1983. Tom has a degree in Marketing from Miami University, is a licensed Certified Financial Planner CFP®, holds a FINRA Series 7 General Securities Representative license, a FINRA Series 63 Investment Advisor Representative license, and a life insurance license.
Tom specializes in long-term financial planning for individuals of all ages and with all levels of financial assets. He has a relationship-oriented practice and his attention to client's individual needs is paramount to his success as a financial planner and to the attainment of their personal financial goals. He has structured his career so that he is able to provide his clients with the level of personal attention they require when making long-range and short-term decisions about their financial present and future.
As a fee-based planner for over 16 years, with over $26 million in current fee-based business, this second-generation financial planner is able to provide his clients with a level of experience and depth of knowledge that will serve them well as they work together over the years. And, in keeping with the family tradition, Tom's son, Mike Popil, has just joined Queen City Financial Advisors as a Registered Office Assistant, and will be working with Tom to continue providing clients with the level of service they have come to expect and deserve.
Tom lives in Florence, KY, with his wife Pat and their menagerie of pets. Their greatest pleasure comes from being with their family, which includes daughter Kim; son Mike and his wife Jenn and their children Jack and Max; and Aaron -- who is like a son -- and his wife Angela and their daughter Olivia. While their three grandchildren definitely keep them happy, the annual family beach vacation, which frequently includes in excess of 30 people, and visiting with friends round out their top choices for their leisure time.