David Thome Email & Phone Number
Principal, Senior Consultant, The Wealth Office™ @ DiMeo Schneider & Associates, L.L.C.
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David Thome Location
- Washington, DC, US
David Thome Work
- 2025 -now Principal, Senior Consultant, The Wealth Office™ @
- 2021 -2025 Senior Consultant, The Wealth Office™ @
- 2018 -2021 Consultant, The Wealth Office™ @
- 2016 -2017 Director, Wealth Management @ ORION Investment Advisors, A DiMeo Schneider & Associates, L.L.C. Firm
- 2012 -2016 Financial Advisor @
- 2008 -2012 Private Financial Advisor @
- 2006 -2008 Financial Advisor @
- 2004 -2006 Financial Advisor @
David Thome Education
- James Madison University
Finance
1999-2003
David Thome Skills
- Wealth Management
- Investments
- Portfolio Management
- Finance
- Retirement Planning
- Financial Planning
- Financial Analysis
- Mutual Funds
- Leadership
- Series 7
- Financial Services
- Banking
- Business Analysis
- Customer Service
David Thome Summary
- David Thome, based in Washington, DC, US, is currently a Principal, Senior Consultant, The Wealth Office™ at Fiducient Advisors. David Thome brings experience from previous roles at Fiducient Advisors, DiMeo Schneider & Associates, L.L.C., ORION Investment Advisors, A DiMeo Schneider & Associates, L.L.C. Firm and Morgan Stanley. David Thome holds a 1999 - 2003 Finance @ James Madison University. With a robust skill set that includes Wealth Management, Investments, Portfolio Management, Finance, Retirement Planning and more. David Thome has 3 emails on RocketReach.
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