My Biography



Tom is a Managing Director - Wealth Management in UBS's Financial Services Group. He has worked for UBS for eleven years and for Merrill Lynch for fourteen years prior to that. He is the founder and senior partner of the FC&S Group within UBS, a 10 person team managing over half a billion dollars specializing in providing private banking and wealth management services to ultra-high-net-worth individuals, families and institutions throughout the United States. Tom consistently ranks as a "Top Advisor" in the Barron's, Wall Street Journal's and Financial Times annual ranking of financial advisors.

Professional Experience

  • UBS Financial Services Inc.  - Managing Director - Wealth Management
    Leawood, KS
  • Merrill Lynch  - Financial Advisor
    Kansas City, MO
  • Kansas City Chiefs  - Professional Football Player
    Kansas City, MO

Accomplishments

  • Chairman's Council, 2004 - 2010, Pinnacle Council 2011 - 2013
  • Selected to Ingram's Magazine's 40 under 40, 2000
  • Member UBS Financial Advisor Advisory Council, Former member Advisory Council to Management, SW District - 12 members selected out of 15,000
  • 2009-2014 Barron's Top 1000 Advisors #1 Financial Advisor in Kansas City 2009
  • 2008-2009 Five Star Best in Client Satisfaction Wealth Manager, Ingram's Magazine

Education

  • IMCA Certified Investment Manager, 2005
  • Certified Investment Management Analyst Program, The Wharton School - 2004
  • Certified Financial Manager, Donald T. Regan School of Advanced Financial Management, 1994
  • Master of Business Security Analysis, University of Notre Dame, 1987
  • B.A., History and Business, University of Notre Dame, 1987

Registered States:
AL, AR, AZ, CA, CO, DE, FL, GA, IA, IL, IN, KS, MA, MD, MI, MO, NC, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, VA, WA


Thomas H. Freeman

Thomas H. Freeman, CIMA®, CPWA
Managing Director – Wealth Management

One Hallbrook Place
11150 Overbrook Road S
Leawood, KS 66211
913-345-3222


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