Tommy Truman Email & Phone Number
Financial Advisor, Managing Director
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Tommy Truman Location
- Charlotte, NC, US
Tommy Truman Work
- Financial Advisor, Managing Director @ Blue Cardinal Wealth Solutions (June 2015 - Present)
- Senior Vice President, Wealth Management Financial Advisor @ (April 2009 - June 2015)
- Senior Vice President @ Wachovia Securities (August 1996 - April 2009)
- Assistant Vice President @ Wachovia Bank (August 1993 - August 1996)
Tommy Truman Education
- University of South Carolina-Columbia
BS (Applied Professional Sciences)
1988-1992
Tommy Truman Skills
- Estate Planning
- Portfolio Management
- Strategic Financial Planning
- Management
- Protection
- Investments
- Finance
- Services
- Solutions
- Strategic Planning
- Insurance
- Wealth
- Retirement Planning
- Wealth Management
- Financial Planning
- Investment Management
- Series 7
Tommy Truman Summary
- Tommy Truman, based in Charlotte, NC, US, is currently a Financial Advisor, Managing Director at Blue Cardinal Wealth Solutions. Tommy Truman brings experience from previous roles at Morgan Stanley, Wachovia Securities and Wachovia Bank. Tommy Truman holds a 1988 - 1992 BS in Applied Professional Sciences @ University of South Carolina-Columbia. With a robust skill set that includes Estate Planning, Portfolio Management, Strategic Financial Planning, Management, Protection and more. Tommy Truman has 1 emails and 1 mobile phone numbers on RocketReach.
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