Tom Vann Email & Phone Number
Partner, First Vice President, Investments @ Raymond James
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Tom Vann Location
- Houston, TX, US
Tom Vann Work
- 2007 -now Partner, First Vice President, Investments @
- 1998 -2007 First Vice President @ Morgan Keegan
- 1985 -1998 Branch Manager, Financial Advisor @ Eppler, Guerin &Turner/Principal Financial Securities
Tom Vann Education
- Wake Forest University
Bachelor of Science (Business)
1970-1974
Tom Vann Skills
- Strategic Financial Planning
- Retirement Planning
- Portfolio Management
- Investments
- Asset Allocation
- Wealth Management
- Estate Planning
- Retirement
- Mutual Funds
- Asset Management
- Equities
- Alternative Investments
- Financial Modeling
- Credit
- Series 63
- Securities
- 401k
- Finance
- Financial Analysis
- Life Insurance
- Marketing
- Financial Advisory
- Insurance
- Series 7
- Investment Strategies
- Investment Advisory
- Financial Services
- Fixed Annuities
- Financial Risk
- Uniform Combined State Law
- Valuation
Tom Vann Summary
- Tom Vann, based in Houston, TX, US, is currently a Partner, First Vice President, Investments at Swanson Vann Family Financial Planning of Raymond James & Associates, Inc.. Tom Vann brings experience from previous roles at Morgan Keegan and Eppler, Guerin &Turner/Principal Financial Securities. Tom Vann holds a 1970 - 1974 Bachelor of Science in Business @ Wake Forest University. With a robust skill set that includes Strategic Financial Planning, Retirement Planning, Portfolio Management, Investments, Asset Allocation and more. Tom Vann has 4 emails and 3 mobile phone numbers on RocketReach.
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