Tom Worth Email & Phone Number
Co-Founder @ Waterstone Wealth
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Tom Worth Location
- Charlotte, NC, US
Tom Worth Work
- 2025 - now Co-Founder @
- 2025 - 2025 Co-Founder @
- 2014 - 2025 Planner @
- 2004 - 2013 Life Insurance Planner @ Harris, Crouch, Long, Scott & Miller
- 2002 - 2003 Relationship Manager @
- 1997 - 2000 North Carolina Government Relations @
Tom Worth Education
- North Carolina State University
Bachelor of Arts (English)
1991 - 1994 - University of St Andrews
(English, Economics, Social Anthropology)
1990 - 1991 - Wake Forest University 1989 - 1990
- Broughton High School 1985 - 1989
Tom Worth Skills
- Needs Analysis
- Estate Planning
- Risk Management
- Wealth
- Sales Presentations
- Wealth Management
- Conflict Resolution
- Asset Allocation
- Retirement Planning
- Strategic Planning
- Employee Benefits
- Life Insurance
- Portfolio Management
- Succession Planning
- Management
- Negotiation
- Series 7
- Relationship Management
- Small Business
- Strategic Financial Planning
- Insurance
- Retirement
- Series 6
- Underwriting
- Finance
- Series 63
- Asset Management
- Financial Services
- Mutual Funds
- 401k
- Cross Selling
- Investments
- Strategic Financial
Tom Worth Summary
- Tom Worth, based in Charlotte, NC, US, is currently a Co-Founder at Waterstone Wealth. Tom Worth brings experience from previous roles at Waterstone Wealth, Defender Capital, Harris, Crouch, Long, Scott & Miller and Wachovia Wealth Management. Tom Worth holds a 1991 - 1994 Bachelor of Arts in English @ North Carolina State University. With a robust skill set that includes Needs Analysis, Estate Planning, Risk Management, Wealth, Sales Presentations and more. Tom Worth has 2 emails on RocketReach.
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Top Waterstone Wealth Employees
Tom Worth
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Chris Wilson
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Charlotte, NC, US
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