Thomas Wright Email & Phone Number
Senior Retirement Strategist @ Prevail Strategies
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Thomas Wright Location
- Lee's Summit, MO, US
Thomas Wright Work
- Senior Retirement Strategist @ (June 2025 - Present)
- Investment Advisor Representative @ (November 2023 - June 2025)
- Financial Advisor @ (November 2019 - November 2023)
- Financial Advisor @ Edward Jones (September 2013 - September 2019)
- Retirement Plan Advisor @ Fiduciary Advisory Services (January 2012 - September 2013)
- Solicitor @ Sunrise Advisors (August 2011 - September 2013)
- Retirement Plan Consultant @ Bukaty Companies (October 2005 - August 2011)
- Investment Consultant @ Charles Schwab (August 1999 - February 2005)
Thomas Wright Education
- University of Missouri-Columbia
BA (Speech & Communications)
- UMKC Henry W. Bloch School of Management
Thomas Wright Skills
- Retirement Planning
- 401k
- Series 7
- Investment Advisory
- Retirement Plan Consulting
- Risk Management
- Written & Oral Presentation Skills
- Radio Broadcasting
- Non-Qualified Deferred Compensation
- Life Insurance
- Series 66
- Business Succession
- Buy-sell Agreements
- Pensions
- Financial Advisory
- IRAs
- Investments
- Roth IRA
- Strategic Planning
- Financial Services
- Non Qualified Deferred Compensation
- Microsoft Office
- Buy Sell Agreements
- Microsoft Excel
- Dispute Resolution
- Financial Analysis
- Services
- Written And Oral Presentation Skills
Thomas Wright Summary
- Thomas Wright, based in Lee's Summit, MO, US, is currently a Senior Retirement Strategist at Prevail Strategies. Thomas Wright brings experience from previous roles at Prevail Strategies, Prudential Financial, Edward Jones and Fiduciary Advisory Services. Thomas Wright holds a BA in Speech & Communications @ University of Missouri-Columbia. With a robust skill set that includes Retirement Planning, 401k, Series 7, Investment Advisory, Retirement Plan Consulting and more. Thomas Wright has 1 emails and 1 mobile phone numbers on RocketReach.
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