Thomas R. Wagley

Money Manager

Tom Wagley
Although a new member of Mutual Bank, Thomas Wagley has served as a money manager for individual clients, corporations and institutions in Muncie since the mid-1960's. For the last sixteen years, he served as the President of Wagley Investment Advisors, Inc. Throughout these years, his goal has been to know his clients personally and understand their financial needs in order to manage their funds wisely.

Client Building Services

Working with or becoming familiar with a client's entire asset base in order to develop an investment plan that will enable them to reach their investment goals.
Monthly letters with account information and recommendations.
Retirement planning.
Frequent and close personal contact.

Qualifications

Registered Investment Advisor since 1987.

Personal

Tom holds a B.S. degree in Finance and Marketing from Ball State University and is a graduate of Northwestern University Trust School. He and his wife Judy have resided in Muncie for over 40 years and are the parents of two grown sons, Matt, who resides in Muncie, and Chris, who resides in Terre Haute. Tom's hobbies include restoring antique furniture, sailing and downhill skiing.