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True North Advisors

True North Advisors is an independent investment advisor in Dallas, Texas that seeks to help its client live more fulfilled lives.

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January 2, 2014 in Client Operations· Who We Are | by Admin

Tom Flood

Tom Flood, Client Service Specialist

CLIENT SERVICE SPECIALIST

Tom Flood joined True North Advisors in 2020 as a Client Service Specialist. In this role, he supports the Wealth Management team with the execution of client service requests, account administration, paperwork, transactions, and reporting. Prior to joining True North, Tom worked for Fidelity Investments for 24 years. Some of the various roles he held included retail service, sales, and support of high net worth individual clients. Tom served as a Client Service Manager during his last 13 years with Fidelity, supporting the largest RIA firms on their platform.

Tom graduated from LeTourneau University with a Bachelor of Business Administration. He also holds an MBA in Business and Financial Planning from the University of Dallas.

Tom spends most of his time with his wife and daughter. They all volunteer with Ronald McDonald House of Dallas and the feral cat community on the SMU campus. Tom’s other hobbies include restoring a 1965 Mustang and running electric trains in his backyard.

Filed Under: Client Operations, Who We Are

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Contact

Phone: 214-360-7300 | Fax: 214-360-7301
Email: info@truenorthadvisors.com

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True North Advisors, LLC
3131 Turtle Creek Boulevard, Suite 1300
Dallas, Texas 75219

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