Thomas Fluent
Managing Director, Complex Director at Truist Investment Services, Inc. at Truist Wealth | Alpharetta, Georgia, United States
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As the Managing Director and Complex Director at Truist Investment Services, Inc., Thomas Fluent plays a pivotal role in guiding clients through the complexities of wealth management and financial planning. With a deep commitment to client-centric service, Thomas leverages his extensive expertise in portfolio management and investment strategies to craft tailored solutions that align with each client's unique financial goals. His leadership within the organization not only emphasizes the importance of personalized financial advice but also fosters a culture of collaboration among advisors to enhance the overall client experience.
Currently, Thomas is spearheading several key projects aimed at integrating innovative financial technologies into the investment services framework, ensuring that clients have access to cutting-edge tools for effective retirement planning and investment tracking. His strategic vision includes enhancing the wealth management process by utilizing data analytics to provide deeper insights into market trends and client portfolios. This forward-thinking approach positions Truist Investment Services as a leader in the financial services industry, committed to delivering exceptional value and results for its clients.
With a robust background in finance and management, Thomas Fluent is adept at navigating the intricacies of financial markets, making him a trusted advisor for individuals and families seeking to secure their financial futures. His unwavering dedication to client success, combined with a comprehensive understanding of investment products and services, empowers clients to make informed decisions that lead to long-term financial well-being. At Truist Wealth, Thomas is not just an advisor; he is a partner in achieving financial aspirations.
Managing Director, Complex Director at Truist Investment Services, Inc. at Truist Wealth in February 2021 to Present
Managing Director/Region Manager at Truist Investment Services, Inc. in September 2023 to Present
Complex Manager, Truist Investment Services, Inc. at Truist Wealth in February 2020 to August 2023
Regional Manager, SunTrust Investment Services, Inc. at SunTrust Investment Services, Inc. in September 2017 to February 2020
GA/TN Financial Advisor Division Executive at SunTrust Investment Services, Inc. in November 2016 to September 2017
Atlanta Financial Advisor Division Manager at SunTrust Investment Services, Inc. in January 2015 to November 2016
Division Manager Client Investment Center at SunTrust Investment Services, Inc. in October 2013 to January 2015
Financial Advisor Region Manager at SunTrust Investment Services, Inc. in February 2007 to October 2013
Financial Advisor at WACHOVIA SECURITIES in July 2002 to February 2007
Regional Compliance Officer at WACHOVIA SECURITIES in January 1999 to July 2002
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Wealth Management
Portfolio Management
Investments
Retirement Planning
Financial Services
Finance
Management
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Discover more about Truist WealthWhat is Thomas Fluent email address?
Email Thomas Fluent at [email protected] and [email protected]. This email is the most updated Thomas Fluent email found in 2026.
What is Thomas Fluent phone number?
Thomas Fluent phone number is +16783143244 and +17704017349.
How to contact Thomas Fluent?
To contact Thomas Fluent send an email to [email protected] or [email protected]. If you want to call Thomas Fluent try calling on +16783143244 and +17704017349. (updated on October 29, 2024)
What is Thomas Fluent net worth?
Thomas Fluent has an estimated net worth of $150,000 to $249,999
What company does Thomas Fluent work for?
Thomas Fluent works for Truist Wealth
What is Thomas Fluent's role at Truist Wealth?
Thomas Fluent is Managing Director, Complex Director at Truist Investment Services, Inc.
What industry does Thomas Fluent work in?
Thomas Fluent works in the Financial Services industry.
Thomas Fluent Email Addresses
Thomas Fluent Phone Numbers
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