Tom Nally oversees the strategy and deployment of initiatives for the Advisor segment at TD Ameritrade. He also serves as a member of the Company's senior operating committee, which shapes the strategic focus of the organization.
Nally is responsible for all business functions at TD Ameritrade Institutional. As president of TD Ameritrade Institutional, he sets the vision for key initiatives supporting independent registered investment advisors (RIAs), a growing and dynamic segment of the wealth management industry. Nally has more than 20 years of experience working with advisors and leads a tenured team focused on serving more than 5,000 independent RIAs that custody assets with TD Ameritrade Institutional.
In 2016, Nally's role was expanded to include oversight of TD Ameritrade Clearing, Inc., TD Ameritrade's clearing broker dealer.
A recognized leader and advisor advocate, Nally was named to Investment Advisor Magazine's annual list of the 25 most influential people in the industry in 2012 and 2014. Under his leadership, TD Ameritrade Institutional has experienced strong growth and has earned accolades for delivering innovative technology to help RIAs run and build their businesses.
With a focus on the future, he has championed efforts to attract and support the Next Generation of advisors including launching the TD Ameritrade Institutional NextGen Scholarship and Grant Program and the TD Ameritrade RIA Intern Network.
Prior to being named president, Nally was responsible for TD Ameritrade Institutional Sales. Nally and his team developed new investment advisor relationships and provided practice management and consultative support to help RIAs pursue their business goals. Over his tenure, he has held multiple management positions in various key segments of the business, including responsibility for trading, fixed income, investment advisor relations, client service, investment advisor technology, account services and operations.
Nally graduated from Rider University with a degree in finance and completed the Securities Industry Institute program at the Wharton School of Business. In 2013, he completed Executive Education coursework at the Stanford Graduate School of Business. Nally currently holds Series 7, 8, 24 and 63 licenses.