Thomas “TJ” Farrell is a Investment Advisor Representative with fifteen years of experience in the financial services industry. TJ services clients in our Cornelius and Hickory offices. He coordinates his background of tax planning with his corporate and independent planning experience. His attention to detail and personal commitment to each client is what makes him an important member of the Aspire Private Capital advisory team.
TJ began his career with Edward Jones as a Financial Advisor and eventually managed his own office for several years. Wanting to diversify his planning approach, he joined Wells Fargo Advisors and serviced a broad range of clients in their corporate division. After spending a few years in their corporate office, TJ realized he preferred developing in-person meaningful relationships with clients. He joined Aspire Private Capital in April 2014.
TJ attended Bradley University in Peoria, Illinois. He graduated with a Bachelor’s Degree in Accounting. TJ passed the Series 65 securities examination, earned the CERTIFIED FINANCIAL PLANNER™ certification and is licensed by the NC Department of Insurance in Life insurance.
TJ currently resides in Cornelius with his two dogs. He is an active member of the community.