Thomas Fontana Email & Phone Number
Managing Director, Financial Advisor @ Truist Wealth
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Thomas Fontana Location
- Ocala, FL, US
Thomas Fontana Work
- 2021 -now Managing Director, Financial Advisor @
- 2015 -2021 Senior Vice President, Financial Advisor @
- 2009 -2015 Senior Vice President @
- 2006 -2009 Vice President and Investment Consultant @
- 1994 -2006 Financial Consultant @ Amsouth Investment Services
- 1993 -1994 Financal Consultant @
- 1989 -1993 Licensed Insurance Agent @
Thomas Fontana Education
- Florida State University - College of Business
Bachelor of Science (B.S.) (Marketing)
1983-1987
Thomas Fontana Skills
- Banking
- Financial Services
- Business Development
- Risk Management
- Asset Management
- Wealth Management
- Customer Service
- Estate Planning
- Life Insurance
- Discretionary Portfolio Management
- Financial Analysis
- Public Speaking
- Finance
- Investments
- Portfolio Management
- Equities
Thomas Fontana Summary
- Thomas Fontana, based in Ocala, FL, US, is currently a Managing Director, Financial Advisor at Truist Investment Services, Inc., Truist Wealth. Thomas Fontana brings experience from previous roles at Scott & Stringfellow, Wells Fargo Advisors, Morgan Keegan & Co Inc and Amsouth Investment Services. Thomas Fontana holds a 1983 - 1987 Bachelor of Science (B.S.) in Marketing @ Florida State University - College of Business. With a robust skill set that includes Banking, Financial Services, Business Development, Risk Management, Asset Management and more. Thomas Fontana has 1 emails and 1 mobile phone numbers on RocketReach.
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