Beth Thomas Email & Phone Number
Vice President, Financial Advisor at Truist Investment Services, Inc., Truist Wealth @ Truist Wealth
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Beth Thomas Location
- Hilton Head Island, SC, US
Beth Thomas Work
- Vice President, Financial Advisor at Truist Investment Services, Inc., Truist Wealth @ (February 2021 - Present)
- Vice President, Private Financial Advisor at Suntrust Investment Services, Inc. @ (August 2004 - February 2021)
- Senior Registered Sales Associate @ Prudential Securities, Inc. (March 1994 - August 2004)
- Registered Sales Assistant @ (September 1985 - March 1994)
- Support Staff, Syndicate Department @ Morgan Stanley (March 1981 - August 1985)
Beth Thomas Education
- Franklin & Marshall College
Bachelor of Arts (BA) (Government and Sociology)
1976-1980 - J P McCaskey 1974-1976
Beth Thomas Skills
- Asset Allocation
- Asset Management
- Education Planning
- Financial Planning
- Investment Advice
- Investment Review
- Investments
- Portfolio Review
- Retirement Income Strategies
- Retirement Planning
- Risk Management
- Wealth Management
- Wealth Transfer
- Long Term Care Planning
- Microsoft Office
- Microsoft Excel
- Financial Analysis
- Investment Management
- Strategic Planning
- Retirement Income
Beth Thomas Summary
- Beth Thomas, based in Hilton Head Island, SC, US, is currently a Vice President, Financial Advisor at Truist Investment Services, Inc., Truist Wealth at Truist Wealth. Beth Thomas brings experience from previous roles at SunTrust Investment Services, Inc., Prudential Securities, Inc., Merrill Lynch and Morgan Stanley. Beth Thomas holds a 1976 - 1980 Bachelor of Arts (BA) in Government and Sociology @ Franklin & Marshall College. With a robust skill set that includes Asset Allocation, Asset Management, Education Planning, Financial Planning, Investment Advice and more. Beth Thomas has 1 emails and 1 mobile phone numbers on RocketReach.
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