Tom Worth
- Role
- Co-founder at Waterstone Wealth
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Tom Worth
Waterstone Wealth works with individuals and families helping them navigate life’s…
Experience
Co-founder
Feb 2025 — Present · Charlotte, NC, US
Education
University of St Andrews
English, Economics, Social Anthropology
1990 — 1991
North Carolina State University
Bachelor of Arts
1991 — 1994
Skills
- Needs Analysis
- Estate Planning
- Risk Management
- Wealth
- Sales Presentations
- Wealth Management
- Conflict Resolution
- Asset Allocation
- Retirement Planning
- Strategic Planning
- Employee Benefits
- Life Insurance
- Portfolio Management
- Succession Planning
- Management
- Negotiation
- Series 7
- Relationship Management
- Small Business
- Strategic Financial Planning
- Insurance
- Retirement
- Series 6
- Underwriting
- Finance
- Series 63
- Asset Management
- Financial Services
- Mutual Funds
- 401k
- Cross Selling
- Investments
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