An Introduction to the Private Client Group
Serving the Investment Needs of Financially Successful Individuals
Woodside, California Of ce
Tom Ek is a seasoned financial professional who has been with Fisher Investments for the past 12 years and
works with clients in the New York/Northeast region.
Prior to joining Fisher Investments, Tom was a financial advisor with the New England Financial Group in
Baltimore, Maryland for seven years, working to provide high net worth individuals with sound financial advice.
He focused on conceiving and implementing comprehensive programs including insurance, investing, long-term
health care and estate planning. Thomas was regularly a top performer and was frequently called upon to teach
new financial representatives about company products, procedures, and services, both at the local and national
Tom’s 18 years of experience in the financial services industry equip him to help prospective clients make
informed decisions about their long-term portfolio management needs, and whether Fisher Investments is the
best fit for those needs. In a recent article on TheStreet.com, An Investor’s Best Protection: Understanding, Tom
comments on the lack of good communication around investing.
Thomas P. Ek, Ph.D.
Senior Vice President