Tommy Truman
Financial Advisor, Managing Director, Blue Cardinal Wealth Solutions
- Role
- Financial Advisor, Managing Director at Blue Cardinal Wealth Solutions
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Tommy Truman
A private wealth advisory practice of Ameriprise Financial Services, LLC. My Approach I am passionate about working with my clients and want them to experience financial confidence now and in retirement. I will look at your entire financial picture — cash reserves, debt management, investments, protection and taxes, ask targeted questions and listen closely to your answers. I want you to feel confident that the advice I provide reflects your unique dreams and goals.
Experience
Financial Advisor, Managing Director
Blue Cardinal Wealth Solutions
Jun 2015 — Present · Charlotte, NC, US
A private wealth advisory practice of Ameriprise Financial Services, LLC.
Education
University of South Carolina-Columbia
BS
1988 — 1992
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