David M. Thome
Principal, Senior Consultant, The Wealth Office™ at Fiducient Advisors
- Role
- Principal, Senior Consultant, the Wealth Officetm at Fiducient Advisors
- Location
- Washington, DC, US
- LinkedIn followers
- 500 followers
Experience
Principal, Senior Consultant, the Wealth Officetm
Mar 2025 — Present · Washington, DC, US
Education
James Madison University
Finance
1999 — 2003
Skills
- Wealth Management
- Investments
- Financial Services
- Finance
- Leadership
- Mutual Funds
- Financial Planning
- Series 7
- Retirement Planning
- Financial Analysis
- Portfolio Management
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