Tom White is the Managing Director and Principal of White Wealth Management at Hightower. With more than 27 years of industry experience, Tom leverages a robust background in law, estate planning and business planning to develop customized, goals-based financial and investment strategies for clients.
In coordination with the client’s attorney and accountant, Tom focuses on creating, implementing and maintaining comprehensive investment, financial and estate planning solutions for clients and their families. He also works with corporations and business owners, their accountants and attorneys to support their strategic business succession and wealth management needs.
Prior to White Wealth Management and Hightower, Tom served a Vice President and Senior Financial Advisor at Bank of America/Merrill Lynch, where he focused on investment management, as well as financial and estate planning. Previously, Tom spent 16 years as a lawyer at a private law practice, specializing in estate planning and business law.
Tom earned his Juris Doctorate degree from the University of Wyoming’s College of Law, as well as his Bachelor of the Arts degree in Communications from Montana State University. He holds the Series 7 and 66 licenses, as well as Health and Insurance licenses.
Tom and wife, Lynda, have three children, Samantha, Ean and Addison. In his spare time, Tom serves on the Board of Directors for the Montana State University Bobcat Quarterback Club. An avid outdoorsman and sportsman, Tom enjoys golfing, skiing, climbing, hunting and fishing.