Thomas Epperson

Thomas Epperson is a Private Advisor and Managing Director at Rockefeller Capital Management. He and his team focus on consulting and advising private business owners.

Prior to joining Rockefeller, Tom was a part of the Private Wealth Management division at UBS for ten years. At UBS, Tom was recognized as part of the firm’s Pinnacle Council which represented the top 1% of advisors at the firm. Tom began his career at Lehman Brothers in Wealth Management in 1998.

*Tom has been named to the Barron’s Top 1,200 advisors and Forbes Best-In-State Wealth Advisors.

He graduated with a B.A. from the University of Alabama with a degree in Corporate Finance & Investment Management. He and his wife, Natalie, have two adult children.

Tom is active with several non-profits and for corporate boards. His personal interests include golf, pickleball, boating and travel.

Disclosure:

The Forbes Best-In-State Wealth Advisors rankings discussed above were designated in 2023 and last for a period of one year until new rankings are released.

Each advisor—selected by SHOOK Research—is chosen based on an algorithm of qualitative and quantitative criteria, including: in-person interviews; industry experience; compliance records; revenue produced; and assets under management. No compensation has been provided in connection with obtaining or using this award.

The Barron’s Top 1200 Advisors rankings discussed above were designated in 2021 and last for a period of one year until new rankings are released.

The general methodology criteria for Barron’s includes the following: Each advisor—selected by Barron’s—is required to respond to a survey about their practice which Barron’s verifies and applies a proprietary rankings formula along with sub calculations to generate each designation. The formula features three major categories of calculations: assets, revenue, quality of practice. No compensation has been provided in connection with obtaining or using this award.