Tommy Mayes

President

Tommy has more than 33 years of experience in the financial services industry. He has established a track record of executive leadership, business development, collaboration, fostering teamwork, and leveraging resources to execute strategy in rapidly changing environments.

He joined the Board of Investors Preferred in 2016 and was asked to assume the role of President in 2018, having already accumulated a variety of professional accomplishments that contribute to his ability to serve the firm and the advisors with which it partners, including:

  • Advising many successful multi-generational families, as well as the advisors who serve them, in the areas of investments, governance, risk management, family office structure, and succession
  • Earning a reputation as a thought leader and nationally recognized expert in family office evolution structures as a result of his success in evolving a single-family office to a modern wealth management organization and attracting outside capital
  • Serving as President and CEO of a multi-family private trust company and simultaneously founding a registered investment advisory firm to serve these clients
  • Holding progressive roles for more than 18 years with Wachovia Wealth Management (now Wells Fargo), including serving as President of the Palm Beach Private Bank and establishing the multi-family office now known as Abbott Downing

Tommy earned a Bachelor of Science from the Callaway School of Business and Accountancy at Wake Forest University in 1988. He later earned his Certification in Financial Planning designation from the College for Financial Planning in Denver and attended graduate studies in International Economics and Finance at the London School of Economics.

Financial Services Experience:

  • Investors Preferred, 2018-present
  • SunGate Capital, 2014-present
  • Prosperity Venture Partners, 2014-present
  • Blueprint Investment Partners, 2013-present
  • Hayden Royal, 2017-present
  • Zermatt Holdings, 2018-present
  • Maven Asset Partners, 2018-present
  • First GREEN Bank, 2017-2018
  • Synergy Trust Company, 2013-2016
  • Piedmont Capital Management, 2010-2013
  • Piedmont Trust Company, 2009-2013
  • Wachovia Wealth Management (now Wells Fargo), 1991-2009

Recognition:

  • Quoted in The New York Times
  • Quoted in The Wall Street Journal
  • Quoted in other wealth industry publications
  • Speaker at conferences for national office and related investor groups

Education:

  • Certification in Financial Planning, College for Financial Planning, 1998
  • Graduate studies in International Economics and Finance, London School of Economics, 1991
  • Bachelor of Science, Wake Forest University, 1988

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