Thomas Bartling Email & Phone Number
Vice President, Advanced Wealth Planning @ Lido Advisors, LLC
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Thomas Bartling Location
- Mount Dora, FL, US
Thomas Bartling Work
- Vice President, Advanced Wealth Planning @ (January 2026 - Present)
- Senior Associate, Advanced Wealth Planning @ (October 2023 - January 2026)
- Associate-Wealth Management @ (August 2021 - July 2023)
- Associate Financial Planner @ (May 2020 - July 2021)
- Financial Service Representative II-MLO @ (August 2017 - May 2020)
- Branch Service Specialist @ (October 2015 - August 2017)
- Rinse @ (September 2014 - May 2015)
- Sales Associate @ (September 2010 - September 2014)
- Pathmaker Intern @ (June 2012 - July 2013)
Thomas Bartling Education
- San Diego State University
BSBA Financial Planning (Financial Planning and Services)
2018-2020 - San Francisco State University
(Biology/Biological Sciences, General)
2013-2015 - San Diego Miramar College
Associate's degree (Biology, General/ Financial Services)
Thomas Bartling Summary
- Thomas Bartling, based in Mount Dora, FL, US, is currently a Vice President, Advanced Wealth Planning at Lido Advisors. Thomas Bartling brings experience from previous roles at Lido Advisors, Aspiriant, Platt Wealth Management and San Diego County Credit Union. Thomas Bartling holds a 2018 - 2020 BSBA Financial Planning in Financial Planning and Services @ San Diego State University. Thomas Bartling has 2 emails and 2 mobile phone numbers on RocketReach.
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