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Why I Became a Wealth Advisor

Why I Became a Wealth Advisor

January 12, 2023
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Most people choose their careers based on what they love to do, how much money they can make, or a combination of the two. For me, my reason was simple: I wanted a career where I could have a significant impact on people’s lives while using my passions and skills in finance. While I love working with numbers and analyzing complex situations to create a unique solution, I also love working with people and wanted to do something meaningful. I became a wealth advisor because it allows me to help people make smart decisions with their money so they can create a better life for themselves and their families. 

First Career Steps

After earning my MBA in finance in 2000, I started my career in the finance industry as an investment banker working on Wall Street and in Silicon Valley. While I enjoyed those experiences, I eventually felt that working on Wall Street was no longer rewarding. My experience also highlighted the fact that many people on “Main Street” were not getting the same institutional quality advice as those in Corporate America. 

After seeing how things work at these institutions, I was frustrated that they continued to thrive in the capital markets while the individual investor struggled. I also had the desire to do something that matters and has more of a direct impact on people’s lives. So I decided to start my own practice where I could bring my skills, experience, and passion for helping the everyday investor make better financial decisions. 

My Career Today

In my current position as Managing Partner and Wealth Advisor, I strive to bring institutional quality advice and strategies to the individuals and families that I work with. I partner with successful professionals to help them simplify their financial needs and optimize their wealth so they can pursue their personal and professional goals.

I love the challenge of continuously learning and growing, both personally and professionally—and my clients receive the benefit! By starting my own practice, not only am I pushed to grow and learn every day, I can work more closely with clients and build relationships with them over time, which I find very rewarding. 

The Best Part

Not everyone gets to say that they love what they do for a living, so I feel fortunate to be among those who fall into that category. The appreciation of my clients is what keeps me going and brings fulfillment to my career. I am driven to work hard at my profession every day to not only realize my own potential but that of my clients. I’m passionate about what I do because I know the positive impact that good financial decisions can have on families and individuals.

The Next Step

Managing finances can be an overwhelming pursuit, especially when your situation is more complex. It’s much easier when you have a helpful guide and advocate who can partner with you to create an organized and systematic approach to managing your money. 

As managing partner and wealth advisor at T.M. Wealth Management, this is what I do for my clients every day. If you’re interested in learning more about how I serve my clients, get in touch today by giving me a call at (703) 537-8351 or emailing thomas@tm-wealth.com

About Thomas

Thomas Seneca is Managing Partner at T.M. Wealth Management, a wealth management firm that focuses on independent, boutique, and fiduciary services for clients. After gaining extensive finance and investment experience working as an investment banker on Wall Street and in Silicon Valley, Thomas had a desire to work more closely with clients and positively impact their lives by helping them make better financial decisions. He started his own practice and now works with successful professionals to help them simplify their financial needs and optimize their wealth to pursue their goals. Thomas knows the positive impact that good financial decisions can have on families and individuals, and he strives to help give clients financial confidence so they can spend their time on what matters most to them.


Thomas holds a bachelor’s degree in economics from Brigham Young University and an MBA from Columbia Business School. Thomas is an avid golfer, fluent in Spanish, and serves as an adjunct finance professor at Virginia International University in the Washington, D.C., area. Outside of work, he enjoys golfing, spending time with family, and attending church. To learn more about Thomas, connect with him on LinkedIn.