Thomas K. Williams, ParenteBeard

Thomas K. Williams
Partner and CEO/Senior Family Wealth Guardian – ParenteBeard Wealth Management

P: 610.927.4685 x 11064
Tom.Williams@ParenteBeardwm.com

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Reading Office
2609 Keiser Blvd.
Wyomissing, PA 19610-3338
P: 610.927.4910
F: 610.927.9809

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As the CEO of the ParenteBeard Wealth Management team, Tom works alongside our Family Wealth Guardians to direct and oversee client services and solutions.  Tom leads the firm’s investment management and financial planning practice, which includes planning services such as investments, estate, retirement and business succession, as well as sophisticated income tax and insurance planning.  Tom’s successful guidance of ParenteBeard Wealth Management has given him and the firm a solid reputation for high professional standards.  Tom has more than 35 years of experience.

Tom has authored several articles for financial advisory journals, and has been a speaker at many seminars involving financial planning and tax matters.  Further, he has been quoted in various publications, and has appeared on both radio and television.

In addition to being a Certified Financial Planner, Tom is a member of the Financial Planning Association, as well as the American and Pennsylvania Institutes of Certified Public Accountants.  Tom is also a Member Specialist in Estate Planning, and serves on the Committee on Estate Planning for the PICPA.  Tom serves on the board of directors of Berks Encore, and is a trustee of the W. Marshall Hughes Scholarship Foundation.  He also serves on other charitable organizations in different capacities in the community.