Thomas Robertson

Financial Advisor

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Thomas Robertson is a Financial Advisor with Presidio Group Wealth Management, a premier practice skilled in Investment Management, Portfolio Construction, and Insurance. Presidio Group has established a renowned practice in Tucson, Walnut Creek, and Chico, managing over $1.5 billion in assets1, with clients in over 40 states. The team provides comprehensive planning with combined experience of well over 100 years.

Thomas was born in Aberdeen, Scotland but considers himself a native Tucsonan. Mr. Robertson has served in the financial services industry for 8 years in Southern Arizona. He is active in many civic and professional organizations in Tucson. He currently serves as a board member of the Fox Theater Foundation and is a member of the Tucson Rotary Club. Prior to his career at Presidio Group, Thomas spent 7 years with Wells Fargo Bank assessing risk and underwriting with Treasury Services and payment processing. He is fluent in Spanish and enjoys travel, cooking, snowboarding, surfing, fly fishing, hunting, cycling, riding motorcycles, as well as spending time with his friends and family.

Mr. Robertson graduated from the University of Arizona in 2009. He graduated from Sabino High School in Tucson, Arizona in 2004. Thomas was a Rotary Exchange Student in Ecuador following his high school graduation in 2004 through the spring of 2005. Like his father, Thomas is also an Eagle Scout and avid pursuer of anything in the outdoors.

AZ Insurance License #: 15979132. State of Residence: AZ

¹ as of 11/06/2023

520.729.9268 [email protected] Linkedin Profile

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Investment and Insurance Products are:

Not Insured by the FDIC or Any Federal Government Agency
Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

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