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Tom Batson Location
Phoenix, AZ, US
Tom Batson Work
2022 -now Financial Advisor @
2009 -2022 Financial Advisor, Senior Vice President-Investments, Batson Financial Group of Wells Fargo Advisors @
1989 -2008 Wealth Advisor @
1985 -1989 Financial Consultant @
Tom Batson Education
University of Southern California
Bachelor (Psychology)
1974-1978
Tom Batson Skills
Asset Allocation
Business Owner Planning
Estate Investment Planning
Financial Advisory
Fixed Income Strategies
Insurance
Investment Planning
Multigenerational Wealth Planning
Retirement Plan Consulting
Retirement Planning
Risk Management
Securities
Strategic Planning
Tax Efficient Strategies
Wealth-Preservation Planning
Wealth Preservation Planning
Tom Batson Summary
Tom Batson, based in Phoenix, AZ, US, is currently a Financial Advisor at Morgan Stanley. Tom Batson brings experience from previous roles at Wells Fargo Advisors, Morgan Stanley Wealth Management and Merrill Lynch. Tom Batson holds a 1974 - 1978 Bachelor in Psychology @ University of Southern California. With a robust skill set that includes Asset Allocation, Business Owner Planning, Estate Investment Planning, Financial Advisory, Fixed Income Strategies and more. Tom Batson has 1 emails and 1 mobile phone numbers on RocketReach.
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