D.L Thomas's Location
Atlanta, GA, US
D.L Thomas's Work
- Instructor - CFP® Certification Program @ Kennesaw State University
- National Planning Consultant @ Fidelity Investments
- Regional Planning Consultant @ Fidelity Investments
- Financial Advisor @ Wealth Enhancement Group
- Financial Advisor @ JOYN
- Financial Planner @ Synovus
- Regional Private Banker @ Wells Fargo
- Financial Planner Specialist @ SunTrust
- Graduate Teaching Assistant @ The University of Georgia
D.L Thomas's Education
- The University of Georgia
M.S. (Consumer Economics & Financial Planning)
- University of West Georgia
B.B.A (Business)
D.L Thomas's Skills
- Risk Management
- Modern Portfolio Theory
- Retirement Planning
- Portfolio Management
- Investments
- Estate Planning
- Asset Allocation
- Strategic Financial Planning
- Financial Analysis
- Investment Advisory
D.L Thomas's Summary
d.l Thomas, based in Atlanta, GA, US, is currently a Instructor - CFP® Certification Program at Kennesaw State University, bringing experience from previous roles at Fidelity Investments, Wealth Enhancement Group and JOYN. d.l Thomas holds a M.S. in Consumer Economics & Financial Planning @ The University of Georgia. With a robust skill set that includes Risk Management, Modern Portfolio Theory, Retirement Planning, Portfolio Management, Investments and more, d.l Thomas contributes valuable insights to the industry. d.l Thomas has 6 emails on RocketReach.
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