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David D. Thomas Email & Phone Number

Senior Vice President - Investments at Wells Fargo Advisors
Location: Greater Cleveland, United States, United States 2 work roles 2 schools
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Current company
Role
Senior Vice President - Investments
Location
Greater Cleveland, United States, United States

Who is David D. Thomas? Overview

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Quick answer

David D. Thomas is listed as Senior Vice President - Investments at Wells Fargo Advisors, based in Greater Cleveland, United States, United States. AeroLeads shows a matched LinkedIn profile for David D. Thomas.

David D. Thomas previously worked as Senior Investment Advisor - Wealth Management at Pnc. David D. Thomas holds Bachelor Of Business Administration - Bba, Business Administration, Finance from Baldwin Wallace University.

Company email context

Email format at Wells Fargo Advisors

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Wells Fargo Advisors

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Profile bio

About David D. Thomas

I like to work closely with clients, focusing on crafting and implementing tailored investment strategies that align with their long-term objectives and risk tolerance. Leveraging my substantial experience gained through various market fluctuations, I am equipped to help clients build well-diversified portfolios that cater to their unique financial aspirations. My commitment is to furnish each client with precise and comprehensive financial guidance, coupled with top-notch personal service and unwavering professional integrity.This information is intended for use only by residents of CA, CO, FL, IN, KY, MI, NC, OH, PA and TN. Branch Address950 Main Ave., Suite 300, Cleveland, OH 44113216-574-7282david.d.thomas@wfadvisors.com/*********/Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social

Current workplace

David D. Thomas's current company

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Wells Fargo Advisors
Wells Fargo Advisors
Senior Vice President - Investments
AeroLeads page
2 roles

David D. Thomas work experience

A career timeline built from the work history available for this profile.

Senior Vice President - Investments

Current

St. Louis, Missouri, US

Jan 2017 - Present

Senior Investment Advisor - Wealth Management

Pnc

Pittsburgh, Pennsylvania, US

Responsible for developing, communicating and executing tailored investment strategies for clients. Management of complex fiduciary, agency, individual retirement accounts and alternative investment products.

Sep 2000 - Jan 2017
2 education records

David D. Thomas education

Bachelor Of Business Administration - Bba, Business Administration, Finance

Baldwin Wallace University

Master Of Business Administration - Mba, Finance, Entraprenuership

Cleveland State University
FAQ

Frequently asked questions about David D. Thomas

Quick answers generated from the profile data available on this page.

What company does David D. Thomas work for?

David D. Thomas works for Wells Fargo Advisors.

What is David D. Thomas's role at Wells Fargo Advisors?

David D. Thomas is listed as Senior Vice President - Investments at Wells Fargo Advisors.

Where is David D. Thomas based?

David D. Thomas is based in Greater Cleveland, United States, United States while working with Wells Fargo Advisors.

What companies has David D. Thomas worked for?

David D. Thomas has worked for Wells Fargo Advisors and Pnc.

How can I contact David D. Thomas?

You can use AeroLeads to view verified contact signals for David D. Thomas at Wells Fargo Advisors, including work email, phone, and LinkedIn data when available.

What schools did David D. Thomas attend?

David D. Thomas holds Bachelor Of Business Administration - Bba, Business Administration, Finance from Baldwin Wallace University.

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