Tom E. Smith

Tom E. Smith

Senior Relationship Advisor

Biography
201 South Lake Avenue
Suite 600
Pasadena, CA 91101
Expertise
Tom serves as a Senior Relationship Advisor on a Wealth Management team in Pasadena. He is responsible for the administration of large, complex trusts for individuals and families including revocable, irrevocable, retirement, and charitable trusts. His duties include working with sophisticated estate plans and advising clients on matters relating to tax, investments, and property transfer.
Experience
Tom joined Northern Trust in 2013 serving as a Trust Account Manager on a Chicago Wealth Management team working with high net worth clients. Prior to joining Northern Trust, Tom was a practicing attorney for eight years, specializing in estate planning, estate administration, and tax matters.
Community Involvement
Tom volunteers for a variety of causes in the Pasadena and greater Los Angeles communities. He has spent much of his volunteer time at Pasadena Humane Society where he is involved in animal enrichment activities and promoting adoption.
Joined Northern Trust
2013
Education
  • Bachelor of Arts in English from University of Dayton
  • Juris Doctor from University of Cincinnati
Credentials
  • Certified Financial Planner™ (CFP®)