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Tommy Worth Location
Charlotte, NC, US
Tommy Worth Work
Co-Founder @ (February 2025 - Present)
Co-Founder @ (February 2025 - February 2025)
Planner @ (October 2014 - February 2025)
Life Insurance Planner @ Harris, Crouch, Long, Scott & Miller (August 2004 - October 2013)
Relationship Manager @ (August 2002 - April 2003)
North Carolina Government Relations @ (February 1997 - January 2000)
Tommy 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
Tommy 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
Tommy Worth Summary
Tommy Worth, based in Charlotte, NC, US, is currently a Co-Founder at Waterstone Wealth. Tommy Worth brings experience from previous roles at Waterstone Wealth, Defender Capital, Harris, Crouch, Long, Scott & Miller and Wachovia Wealth Management. Tommy 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. Tommy Worth has 1 emails on RocketReach.
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