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Thomas Ivey III

Senior Advisor, Capitalwise Wealth Management

Tommy is a Financial Consultant dedicated to providing personalized financial planning and investment strategies for individuals, families, businesses, and nonprofits, helping them achieve their aspirations with confidence.

After graduating from Sam Houston State University, he gained foundational experience at Equitable Advisors, where he built expertise in financial planning and client relations. In 2025, he joined Capitalwise, where he is dedicated to guiding clients towards their long-term financial goals with clarity and confidence.

Originally from Kingwood, TX, Tommy enjoys spending his free time fishing whenever he gets the opportunity.

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thomas.ivey@capitalwise.com

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