Morgan Stanley
43yrs
Top advisor by experience in Marco Island
35yrs
Thomas Bishop
Financial advisor at Wells Fargo Advisors
Based in Marco Island, Florida, Thomas Bishop is a fiduciary financial advisor with 35 years of industry experience. Thomas has been with Wells Fargo Advisors since 2024; before that, Thomas spent 15 years at UBS Financial Services and a year at Morgan Stanley. Wells Fargo Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 64 advisors with offices in Marco Island, and one of 59 fiduciaries.
At a glance
Experience35 years (since 1991)
How that compares ?Top 8% by experience in Florida
OfficeMarco Island, FL
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$475,575
Advisors at the firm14,100
States licensed ?2 states
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Dec 2024 – nowWells Fargo Clearing Services, LLCCurrent firm
- 2010 – 2024UBS Financial Services Inc.Previously
- Jun 2009 – May 2010Morgan StanleyPreviously
- 2007 – 2009Morgan Stanley & Co. LLCPreviously
- 2004 – 2007Morgan Stanley DW Inc.Previously
- 2000 – 2004MerrillPreviously
Contact Thomas
(314) 875-3000Firm headquarters in St. Louis, MO. Ask for Thomas. Marco Island, FLOffice · Get directions Firm websiteHTTPS://WWW.WELLSFARGOADVISORS.COM/WFA/MOBILE.HTMIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Thomas
Tailored to Thomas’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Thomas
How do I contact Thomas?
Call Wells Fargo Advisors at (314) 875-3000 and ask for Thomas Bishop. Thomas works from the Marco Island, FL office.
How long has Thomas been a financial advisor?
Thomas has been in the industry since 1991, about 35 years. Top 8% by experience in Florida.
What licenses does Thomas hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Thomas a fiduciary?
Thomas is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Thomas paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Thomas for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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