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
- 2025 -now Senior Retirement Strategist @
- 2023 -2025 Investment Advisor Representative @
- 2019 -2023 Financial Advisor @
- 2013 -2019 Financial Advisor @ Edward Jones
- 2012 -2013 Retirement Plan Advisor @ Fiduciary Advisory Services
- 2011 -2013 Solicitor @ Sunrise Advisors
- 2005 -2011 Retirement Plan Consultant @ Bukaty Companies
- 1999 -2005 Investment Consultant @ Charles Schwab
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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