Thomas R. Wilmink II
Professional
Tom has committed his career to becoming a trusted advisor for his clients, helping them prioritize their goals and developing personalized financial plans designed to help them achieve their visions for the future. “Each client receives a very specific plan to meet their unique, individual needs,” said Tom. “Nothing is boilerplate. Everything is, quite frankly, made from scratch.”
Tom says the critical component in developing a personalized financial plan is getting to know as much as possible about each client.
“We look at each person’s situation differently. Until we know our clients in-depth and understand their true needs and goals, we can’t make a recommendation. So, we spend the time required to fully grasp what our clients really want to do, and then use all of the resources at our disposal to create the optimal plan to help them achieve their goals.
“I’m most proud of the fact that we can provide world-class financial products and advice right here in Barboursville, Huntington and Charleston. Northwestern Mutual provides us with all of the tools, information and technology we need to provide our clients with the same, expert advice you will find in places like mid-town Manhattan, Chicago and Los Angeles. A lot of people think you have to go to those big cities to get an expert. You don’t. We have experts and expert advice right here.”
Background & Education
Tom joined Northwestern Mutual in January 1988 as a Financial Representative immediately following graduation from Marshall University, where he received his degree in finance. Tom has continued his education, earning his Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®) designations. He is a Founding Member of FORUM, representing the top segment of our industry’s leading field force.
Personal
Tom lives in Huntington, West Virginia, with his wife Beth, and together, they’re the parents of two adult children, a son and a daughter. He enjoys spending time with his family, playing golf, community service and outdoor activities.
Fun Facts
What book has shaped your professional life the most?
- Good to Great, by Jim Collins
What do you do when you need to decompress?
- Have a cigar and a nice glass of wine
What’s the best concert you’ve ever been to?
- Bon Jovi at the Meadowlands