Thomas Fontana Email & Phone Number
Managing Director, Financial Advisor @ Truist Wealth
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Thomas Fontana Location
- Ocala, FL, US
Thomas Fontana Work
- Managing Director, Financial Advisor @ (February 2021 - Present)
- Senior Vice President, Financial Advisor @ (October 2015 - February 2021)
- Senior Vice President @ (April 2009 - September 2015)
- Vice President and Investment Consultant @ (May 2006 - April 2009)
- Financial Consultant @ Amsouth Investment Services (August 1994 - May 2006)
- Financal Consultant @ (April 1993 - August 1994)
- Licensed Insurance Agent @ (July 1989 - April 1993)
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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