Overview
Thomas Chandler,
Wealth Advisor
559-277-4772 ext. 1008
Tom has been a valued member of our wealth management team since 2020, working closely with clients to manage investment portfolios, conduct market research, and develop investment strategies aligned with their long-term financial objectives.
With more than 35 years of experience in wealth management, Tom specializes in investment management for affluent and high-net-worth individuals and families, 401(k) retirement plans, and multigenerational estates. Prior to joining our team, Tom spent more than three decades as a high-net-worth wealth advisor with Merrill Lynch and LPL Financial, gaining extensive experience navigating both rising and challenging market environments.
Tom brings a disciplined, research-driven approach to investment management and a deep understanding of the complexities that accompany substantial wealth. His experience working with multiple generations of families allows him to help clients thoughtfully coordinate investment strategies with their broader financial and estate-planning objectives.
Before becoming a Financial Advisor, Tom began his career as an investment coordinator in Merrill Lynch’s municipal bond fund department, where he developed an early foundation in investment research, portfolio management, and fixed-income markets.
Tom’s combination of experience, investment knowledge, and long-standing relationships with clients makes him an integral part of our commitment to providing objective, thoughtful, and personalized wealth management.
KERR WEALTH MANAGEMENT
Background
Thomas "Tom" Chandler is a fee-only Investment Advisor. Tom is a 38-year industry veteran who gained experience from the largest firms in the finance industry. Prior to becoming an advisor at Kerr Wealth Management he worked for Merrill Lynch, Pierce, Fenner & Smith Inc. for 32 years and recently transitioned to the Kerr Family in his mission to serve his client's objectively and independently in a fee-only setting. Tom has extensive knowledge in financial planning, asset management and the equity markets both globally and domestically. Tom graduated from Gettysburg College with a Bachelor of Arts degree. Tom's experience and business acumen will serve as a key component to our firm's core investment strategies and help us further pursue our goals as a fee-only investment advisory firm. In Tom's spare time he enjoys playing golf, spending time with his wife and kids and being an active member of Fresno Estate Planning Counsel.