Tom Damato Email & Phone Number
Director, Wealth Management Coach @ TIAA
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Tom Damato Location
- Maryville, TN, US
Tom Damato Work
- Director, Wealth Management Coach @ (August 2024 - Present)
- Wealth Management Advisor @ (June 2017 - January 2026)
- Vice President, Private Advisor @ (May 2015 - May 2017)
- Financial Advisor @ (October 2010 - May 2015)
- FSR @ (January 2008 - January 2011)
- Vice President of National Sales @ Universal Hosiery (August 2007 - September 2008)
- Buyer @ Proffitt's (January 2002 - January 2005)
Tom Damato Education
- Emory University - CFP Education
Certificate in Financial Planning
2018-2019 - SUNY at Buffalo
BA (History)
1989-1993
Tom Damato Skills
- 401k Rollovers
- Asset Allocation
- Financial Services
- Investment Planning
- Investment Strategies
- Multigenerational wealth planning
- Retirement Planning
- Retirement Savings
- Risk Management
- Strategic Planning
- Wealth Preservation Planning
- Finance
- Investment Advisory
- Asset Protection Strategies
- Purchasing
- Wealth Management
- Portfolio Review
- Sales
- Banking
- Management
- Microsoft Office
- Loans
- Retirement Plan Rollover and Consolidations
- Process Improvement
- Marketing
- Retirement
- Term Life Insurance
- IRAs
- Life Insurance
- Estate Considerations
- Retail
- Financial Advisory
- Series 7
- Mutual Funds
- Insurance
- Leadership
- Customer Service
- Fixed Annuities
- Roth IRA
Tom Damato Summary
- Tom Damato, based in Maryville, TN, US, is currently a Director, Wealth Management Coach at TIAA. Tom Damato brings experience from previous roles at TIAA, BB&T, Edward Jones and First Tennessee Bank. Tom Damato holds a 2018 - 2019 Certificate in Financial Planning @ Emory University - CFP Education. With a robust skill set that includes 401k Rollovers, Asset Allocation, Financial Services, Investment Planning, Investment Strategies and more. Tom Damato has 1 emails and 3 mobile phone numbers on RocketReach.
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