Tom Wegner's Location
Atlanta, Georgia, United States
Tom Wegner's Work
- National Sales Manager @ Cape Securities, Inc
- Financial Advisor @ Wells Fargo Advisors
- Financial Consultant @ Regions Bank
- Director of Financial Planning @ BankUnited
- Regional Financial Planning Strategist @ BB&T
- Vice President--Financial Planning Services @ First Tennessee Bank
- Practice Management Consultant @ Raymond James
Tom Wegner's Education
- Colo
Master Of Business Administration (Finance)
1992 - Mercer University - Stetson School of Business and Economics
Bachelor Of Business Administration (Political Science, Finance)
1988
Tom Wegner's Skills
- Strategic Financial Planning
- Retirement Planning
- Wealth Management
- Series 7
- Mutual Funds
- Investments
- FINRA
- Certified Financial Planner
Tom Wegner's Summary
Tom Wegner, based in Atlanta, Georgia, United States, is currently a National Sales Manager at Cape Securities, Inc, bringing experience from previous roles at Wells Fargo Advisors, Regions Bank, Bankunited and Bb&t. Tom Wegner holds a Master Of Business Administration in Finance @ Colo. With a robust skill set that includes Strategic Financial Planning, Retirement Planning, Wealth Management, Series 7, Mutual Funds and more, Tom Wegner contributes valuable insights to the industry. Tom Wegner has 2 emails on RocketReach.
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