Thomas Cleveland is a Relationship Manager at YellowWood Wealth Solutions, where he serves as the main point of contact for YellowWood clients, ensuring they feel connected and in tune with how each of the pieces fit into their overall financial plan. He uses a proactive approach, focused on building a real relationship with clients, working diligently to help them achieve their financial goals. Before officially joining the team, Thomas and his family were clients of YellowWood, and have seen firsthand the value that the team provides.
Thomas brings more than 15 years of financial services experience to the team, across corporate treasury, banking, insurance, and investments. After graduating from Clemson University in 2010, he began his career at Bank of America Merrill Lynch in a leadership development program before going through Merrill’s rigorous financial advisor training program, where he first worked with Jason and Les. Most recently, he worked in commercial real estate banking at TD Bank, working with large multi-family and affordable housing developers, providing lending and credit solutions up and down the East Coast. While working full time, he graduated with his MBA with a concentration in finance from Wake Forest University in 2025.
He is originally from the Atlanta area, and actively maintains his Braves and Falcons fandom from Charlotte. He is an avid golfer, reader, and music fan, especially fond of the Grateful Dead and other jam bands. He and his wife, Lauren, have two boys, and can frequently be found with them at the little league baseball fields, basketball courts, or grilling out at home with their dog, Grover.
