Broker Check
Tommy Vicknair, CFP®

Tommy Vicknair, CFP®

Financial Advisor

Background:

Tommy J. Vicknair II holds a bachelor’s degree from Texas A&M University, where he studied Finance and Economics. While at A&M, he was the Head of Fundraising and Development for MSC Town Hall, one of the largest student organizations on campus, and graduated cum laude.

Designations and Licenses:

Tommy earned the CERTIFIED FINANCIAL PLANNER™ designation in 2023 after successfully completing a year-long educational program through Rice University, and passing an exam administered by the CFP® Board. This professional designation has become a widely accepted mark of distinction in the financial services industry. Tommy holds his FINRA Series 7 and Series 66 Registrations in addition to his Texas Life and Health Insurance License.

Business Philosophy:

Tommy has a passion for financial markets and a belief in their ability to provide people with wealth accumulation and opportunity. He joined the advising profession because he believes in helping people and wants to spend his career doing something that genuinely enhances lives. Tommy believes everyone should have a well-rounded, comprehensive strategy for their personal finances, and through the consistent execution of these sound financial strategies, long-term goals become possible.

Personal:

Tommy is engaged to his wonderful fiancé Sofia. He grew up in The Woodlands, Texas, attended Concordia Lutheran High School in Tomball, and now lives in the Houston Arts District near Downtown. Outside of work, he enjoys playing soccer, basketball, and golf, listening to music and podcasts, and spending time with his friends and family. He is also working to become fluent in Spanish.