Thomas Dedrick

Senior Vice President of Investments; Investment Management Consultant at Dedrick Wealth Management of Raymond James

Role
Senior Vice President of Investments at Raymond James
Location
Tuscaloosa, AL, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Thomas Dedrick

I have spent more than 38 years providing wealth management advice and services to my clients. I am a CERTIFIED FINANCIAL PLANNER™ Certificant, a credential earned through rigorous testing and a commitment to ongoing professional and ethical stewardship.I provide investment management consulting, portfolio management, retirement and financial planning services to my clients, which include not for profit organizations, high net worth individuals, professional athletes and business owners.Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htm Raymond James & Associates, Inc, Member New York Stock Exchange/SIPC

Experience

  1. Senior Vice President of Investments

    Raymond James

    Feb 2014 — Present

    I joined Raymond James in February 2014 after a long and successful career at Merrill Lynch, where I was the most senior advisor in the Tuscaloosa Alabama office.Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htm Raymond James & Associates, Inc, Member New York Stock Exchange/SIPCThe Investment Management Consultant title is awarded to those who complete the Raymond James Institute of Investment Management Consulting program.Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board\'s initial and ongoing certification requirements.

Skills

  • Asset Allocation
  • Portfolio Management
  • Financial Planning
  • Retirement Planning
  • Insurance and Annuities
  • 401(K) Plan Rollovers
  • Investment Management Consulting
  • Estate Planning
  • College Planning

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