Thomas M. Morley

Senior Vice President

Professional Details

• 30+ years investment and financial services experience
• BS, Accounting- Loyola Marymount University
• Affiliated with Wells Fargo Advisors Financial Network since 2006
• Series 7, 63 & 65 registrations, variable annuity & life insurance licensed CA Insurance License 0D52809 Resident State CA

I began my career as a CPA (now Inactive), working with the financial services practice of Coopers & Lybrand, LLP (now PWC). I broadened my experience working as the corporate controller of a hedge fund before teaming up with my brother John in 1999 to form the Morley Investment Group under Everen Securities, which ultimately became Wachovia Securities. John and I decided to go “independent” in 2006 by joining what would become Wells Fargo Advisors Financial Network. In 2023 we affiliated with Westlake Private Wealth Management to improve our ability to provide the best of services for our valued clients.

Today I work with families and individuals by providing comprehensive investment strategies and risk-management solutions to help them achieve their goals. I specialize in customized investment solutions tailored to each client’s specific needs and circumstances.

I was born and raised in Southern California. One of nine children, I graduated from Crespi Carmelite High School in 1986 then went on to earn my Bachelors of Science degree in Accounting from Loyola Marymount University. While in college, I was an officer of the Accounting Society and played varsity basketball for the famous, fast-break LMU Lions.

I currently reside in Redondo Beach with my wife, Jacqueline and our three children. I am active in my community as a volunteer and a coach for the city’s youth basketball program. In my personal time I enjoy the ocean, watching my family play sports, playing guitar and the occasional round of golf.