Thomas Costello, CFP®

Vice President,
Financial Advisor

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Biography
Education & Other Highlights
Location(s)

Thomas Costello is a wealth management financial advisor based in Alpharetta, GA.

Thomas joined CAPTRUST in 2025 after nearly two decades in the financial services industry. As a wealth management advisor, he helps guide clients through financial decisions with insightful planning, investment, and tax-management strategies. Before joining CAPTRUST, he served as a wealth manager at USAA, as a financial consultant at Schwab, and as a senior financial advisor at Wells Fargo. His experience spans from military and government employees to individual investors, families, and business owners.

Thomas earned his Bachelor of Arts degree in economics from Georgia State University and is a CERTIFIED FINANCIAL PLANNER™.

Outside of work, he plays ice hockey, plays golf on occasion, and goes snowboarding when he can. More often, he plays taxi driver for his three children.

Education

  • Bachelor of Arts degree in economics from Georgia State University

Industry Designations

  • CERTIFIED FINANCIAL PLANNER®

Resources

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