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Tom Myers

CEO, Managing Partner, and Senior Wealth Advisor

Bordeaux Wealth Advisors

Kirkland, Washington


Contact Information

Email
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LinkedIn

Company Information

Company
Bordeaux Wealth Advisors
Industry
financial services
Employees
34.0
Seniority
C suite
Annual Revenue
4400000.0

Professional Summary

Tom Myers serves as CEO, Managing Partner, and Senior Wealth Advisor at Bordeaux Wealth Advisors. Bordeaux Wealth Advisors operates in the financial services sector with approximately 34.0 employees. The company is headquartered in Kirkland, Washington. Bordeaux Wealth Advisors generates annual revenue of 4400000.0.

Industry & Role Insights

  • MessageCEO tracks 11,960 executives in the financial services sector.
  • 2,277 executive contacts are available in Washington.
  • Our database includes 201,469 c suite-level executives.

Technologies

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Keywords

wealth management investment advisor tax strategy concentrated stock management retirement planning financial planning investment advisory values-based investing income tax planning estate planning insurance management risk management philanthropic planning cash flow analysis education planning equity compensation custom financial solutions asset allocation portfolio management client-centric services personal cfo services customized investment strategies long-term financial planning transparency in services holistic wealth management financial independence tax efficiency legacy planning financial clarity diversity & inclusion in finance charitable giving strategies client engagement comprehensive investment strategies wealth preservation financial stewardship family wealth solutions investment research sustainable investing retirement income planning tax projections financial performance tracking risk mitigation asset protection client trust independent advisory fee-only advisory continuing financial education market condition analysis wealth transfer strategies professional financial advice investment management financial services law practice legal services

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Outreach Guidance — financial services Sector

Financial services executives like Tom Myers prioritize security, compliance (SOC 2, SOX), and integration with existing systems. Reference industry-specific regulatory requirements and provide case studies from peer institutions.

Tom Myers's Position in the MessageCEO Database

  • Tom Myers is 1 of 1 verified executive contact we track at Bordeaux Wealth Advisors.
  • 11,735 verified executive contacts in financial services are in the MessageCEO database.
  • 2,137 verified executive contacts in Washington are in the database.
  • 110 verified contacts work at financial services companies in the 34.0 employee range (same size as Bordeaux Wealth Advisors).

Executive contact data compiled from public business filings, LinkedIn public profiles, company press materials, and verified outbound email testing. We do not publish personal addresses or sensitive identifiers. Methodology & sources · Removal requests handled at /remove-info · Updated May 2026.

Frequently Asked Questions

How do I reach Tom Myers directly?

Tom Myers's verified email address is available to MessageCEO Pro subscribers. They currently serve as CEO, Managing Partner, and Senior Wealth Advisor at Bordeaux Wealth Advisors. Access direct contact info to skip gatekeepers and reach the decision maker.

What company does Tom Myers work for?

Tom Myers is CEO, Managing Partner, and Senior Wealth Advisor at Bordeaux Wealth Advisors, a company in the financial services sector with 34.0 employees. The company is based in Kirkland, Washington.

Can I pitch or sell to Tom Myers?

As CEO, Managing Partner, and Senior Wealth Advisor at Bordeaux Wealth Advisors, Tom Myers is a key decision-maker in the financial services sector. MessageCEO Pro gives you verified email to reach Tom Myers directly — ideal for B2B sales, partnerships, and executive recruiting.

What industry is Tom Myers in?

Tom Myers works in the financial services industry as CEO, Managing Partner, and Senior Wealth Advisor at Bordeaux Wealth Advisors. MessageCEO provides verified contact information for executives across all major industries.

Is Tom Myers's contact information verified?

Yes. MessageCEO verifies executive contact information through multiple data sources and regular validation checks. Tom Myers's profile is kept up-to-date with the latest available information.

Verified Profile
Last updated: May 30, 2026

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