Tom Gerardi Email & Phone Number

LPL Financial Planner, LPL Registered Representative @ Synergy Wealth Alliance

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Tom Gerardi Location

Ocala, FL, US

Tom Gerardi Work

2019 - now LPL Financial Planner, LPL Registered Representative @ Synergy Wealth Alliance
2012 - 2017 Financial Advisor @ SunTrust Investment Services, Inc.
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2011 - 2012 Investment Counselor @ BB&T
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2007 - 2011 Financial Advisor @ Edward Jones
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2005 - 2007 Financial Specialist @ Wells Fargo
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2003 - 2005 Associate Agent @ State Farm
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2001 - 2003 Staffing Speacialist @ ManpowerGroup

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Tom Gerardi Education

University of Florida - Warrington College of Business
B.S. Finance (Finance)
2001 - 2003
Forest High
1996 - 1999
Central Florida Community College
A.A. Business (Finance)

Tom Gerardi Skills

Estate Planning
Technical Recruiting
Recruiting

Securities
Financial Services
Financial Advisory
Liability
Insurance
Series 63

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Tom Gerardi Summary

Tom Gerardi, based in Ocala, FL, US, is currently a LPL Financial Planner, LPL Registered Representative at Synergy Wealth Alliance. Tom Gerardi brings experience from previous roles at SunTrust Investment Services, Inc., BB&T, Edward Jones and Wachovia Bank. Tom Gerardi holds a 2001 - 2003 B.S. Finance in Finance @ University of Florida - Warrington College of Business. With a robust skill set that includes Estate Planning, Technical Recruiting, Recruiting, Securities, Financial Services and more. Tom Gerardi has 3 emails and 1 mobile phone numbers on RocketReach.

Tom Gerardi Emails

Found 3 emails

Tom Gerardi Phone Numbers

Found 3 phone numbers

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Top Synergy Wealth Alliance Employees

Solomon Shen

Managing Principal Partner at Synergy Wealth Alliance

Maitland, FL, US
2
- gmail.com
- synergywealthalliance.com
1
- +1 254-770-XXXX
Jim Greene

Wealth Manager and Partner at Synergy Wealth Alliance

Altamonte Springs, FL, US
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- hotmail.com
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1
- +1 321-377-XXXX
Rene P

Financial Advisor at Synergy Wealth Alliance

Orlando, FL, US
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- +1 407-225-XXXX
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Tom Gerardi

LPL Financial Planner, LPL Registered Representative at Synergy Wealth Alliance

Ocala, FL, US
3
- comcast.net
- live.com
- synergywealthalliance.com
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- +1 352-687-XXXX
- +1 352-598-XXXX
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Chris Claude

Lead Advisor at Synergy Wealth Alliance

Apopka, FL, US
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Brian Wise

Associate Financial Advisor at Synergy Wealth Alliance

Orlando, FL, US
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Mark Ramdorsingh

Client Service Associate at Synergy Wealth Alliance

Orlando, FL, US
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- bellsouth.net
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- +1 786-270-XXXX
Martina Depue

Director of Administration at Synergy Wealth Alliance

Orlando, FL, US
1
- synergywealthalliance.com
1
- +1 407-676-XXXX
Julie Landry-Moeller

Financial Advisor at Synergy Wealth Alliance

Florida, United States
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