Tom Whitehurst
Managing Director, Senior Vice President - Investments
- Role
- Senior VP, Investments at Raymond James
- Location
- Miami, FL, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Tom Whitehurst
Raymond James financial advisors may only conduct business with residents of the states…
Experience
Senior VP, Investments
Mar 2009 — Present
Wealth Advisor
Education
The University of Akron
B.S.
Skills
- Retirement Planning
- Financial Planners
- 401k
- Financial Services
- Wealth Management Services
- Investments
- Investment Advisory
- Investment Management
- Asset Allocation
- Mutual Funds
- Investment Strategies
- Alternative Investments
- Securities
- Estate Planning
- Fixed Annuities
- Equities
- Retirement
- Strategic Financial Planning
- Series 63
- Life Insurance
- Finance
- Series 7
- Portfolio Management
- High Net Worth Individuals
- Private Banking
- Options
- Asset Managment
- Financial Advisory
- Fixed Income
- Wealth Management
- Insurance
- Series 24
- Wealth
- Asset Management
- Long-Term Care
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