Thomas Unger

Private Advisor, Managing Director

Tom joined Rockefeller in 2021. Prior to Rockefeller, he spent over ten years at UBS. Tom prides himself on keeping a close watch on the markets and the economy to keep his clients’ portfolios in line with market conditions. Tom graduated from the University of Kansas and has earned the Accredited Asset Management Specialist (AAMS) designation from the College of Financial Planning and has obtained his Series 7, 66 & Life Insurance Licenses.

Tom enjoys golf and spending time with his wife and their three children at their home in Crestview Hills, KY.