David V. Thomas, Jr.

David V. Thomas, Jr. Email and Phone Number

President @ Vaughn Insurance Advisory
Dallas, TX, US
David V. Thomas, Jr.'s Location
Dallas, Texas, United States, United States
David V. Thomas, Jr.'s Contact Details

David V. Thomas, Jr. work email

David V. Thomas, Jr. personal email

n/a
About David V. Thomas, Jr.

David V. Thomas, Jr. offers products and services using the following business names: Vaughn Asset Advisory, LLC – insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA(www.finra.org)/SIPC(www.sipc.org) – securities and investments | Ameritas Advisory Services (AAS) – investment advisory services. AIC and AAS are not affiliated with Vaughn Asset Advisory, LLC. Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC and AAS do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.Information posted to this site by 3rd parties or links to 3rd party sites are not created or endorsed by AIC, AAS or their representatives. Their information is believed to be from reliable sources; however, their content cannot be guaranteed.

David V. Thomas, Jr.'s Current Company Details
Vaughn Insurance Advisory

Vaughn Insurance Advisory

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President
Dallas, TX, US
David V. Thomas, Jr. Work Experience Details
  • Vaughn Insurance Advisory
    President
    Vaughn Insurance Advisory
    Dallas, Tx, Us
    View
  • Vaughn Asset Advisory, Llc.
    Managing Member
    Vaughn Asset Advisory, Llc. Aug 2016 - Present
    Dallas/Fort Worth Area
    Vaughn Asset Advisory is a boutique wealth management firm located in the heart of Dallas, Texas. We focus on providing investment management and financial planning services to private clients, small to middle market businesses, and the executives and employees which make these enterprises possible. Our clients choose Vaughn Asset Advisory because they have worked hard, built a nest egg, and need a partner who can help grow their assets responsibly, manage risk effectively, and create a plan for passing their wealth to the next generation. We are proud to service clients in multiple states.Our approach to wealth management is straightforward: we work with a select amount of wealth management clients so we can ensure a high-contact, high-service, strategic performance model. There is nothing cookie-cutter or mass produced about our services. To learn more about our boutique wealth management firm, visit us at ww.VaughnAssetAdvisory.com.
    View
  • Vaughn Insurance Advisory
    President
    Vaughn Insurance Advisory Jan 2018 - Present
  • Summit National Partners, Llc
    Senior Vice President Of Wealth Management & National Recruiting Manager
    Summit National Partners, Llc Aug 2016 - Oct 2017
    Dallas/Fort Worth Area
  • Bok Financial
    Vice President & Senior Wealth Advisor At Bok Financial Securities
    Bok Financial Aug 2013 - Aug 2016
    Dallas/Fort Worth Area
    View
  • Wells Fargo Advisors, Llc
    Vice President Of Investments
    Wells Fargo Advisors, Llc Nov 2008 - Jul 2013
    Dallas, Tx
    View
  • Merrill Lynch
    Associate Vice President & International Financial Advisor
    Merrill Lynch Jun 2005 - Nov 2008
    View
  • Salomon Smith Barney
    Financial Consultant
    Salomon Smith Barney 2004 - 2005
    View
  • Bear Stearns
    Account Executive
    Bear Stearns 2002 - 2004

David V. Thomas, Jr. Skills

Investments Wealth Management Financial Services Financial Advisory Securities Financial Planning Investment Management Management Strategy Leadership Finance Insurance Series 7 Mergers And Acquisitions Mutual Funds Retirement Planning Series 63 Asset Allocation Portfolio Management Financial Analysis Asset Management Risk Management Investment Advisory

David V. Thomas, Jr. Education Details

Frequently Asked Questions about David V. Thomas, Jr.

What company does David V. Thomas, Jr. work for?

David V. Thomas, Jr. works for Vaughn Insurance Advisory

What is David V. Thomas, Jr.'s role at the current company?

David V. Thomas, Jr.'s current role is President.

What is David V. Thomas, Jr.'s email address?

David V. Thomas, Jr.'s email address is da****@****ors.com

What schools did David V. Thomas, Jr. attend?

David V. Thomas, Jr. attended Roanoke College, Copley High School.

What skills is David V. Thomas, Jr. known for?

David V. Thomas, Jr. has skills like Investments, Wealth Management, Financial Services, Financial Advisory, Securities, Financial Planning, Investment Management, Management, Strategy, Leadership, Finance, Insurance.

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