Thomas Farmer Email & Phone Number
Partner, Wealth Advisor @ Corient
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Thomas Farmer Location
- Charlotte, NC, US
Thomas Farmer Work
- 2023 -now Partner, Wealth Advisor @
- 2020 -2023 Partner| Wealth Advisor @
- 2017 -2023 Wealth Advisor @
- 2016 -2017 Senior Wealth Manager @
- 2009 -2016 Financial Consultant @
- 2007 -2009 Financial Advisor @
Thomas Farmer Education
- UCLA Anderson School of Management
TRAU® - The Retirement Advisor University (C(k)P®)
2013-2014 - The University of the South
BA (Red Ribbon Society, SAE Fraternity)
2002-2006 - Holy Innocents' Episcopal School 2019
- University of Virginia- The McIntire Business Institute
(Finance, Management, Marketing, Accounting)
2019 - Coach U, Inc.
(Core Essentials Program)
2019
Thomas Farmer Summary
- Thomas Farmer, based in Charlotte, NC, US, is currently a Partner, Wealth Advisor at Corient. Thomas Farmer brings experience from previous roles at Corient and Wells Fargo Advisors, LLC. Thomas Farmer holds a 2013 - 2014 TRAU® - The Retirement Advisor University in C(k)P® @ UCLA Anderson School of Management. Thomas Farmer has 1 emails and 3 mobile phone numbers on RocketReach.
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