Co-Founder And President
CurrentGuiding the best and brightest entrepreneurs, executives and their organizations on their financial journeys; through our process: The Insight FORMula.
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@cottonwoodws.com
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Thomas Pappas is listed as Co-Founder and President at Cottonwood Wealth Strategies, a company with 5 employees, based in Salt Lake City, Utah, United States. AeroLeads shows a work email signal at cottonwoodws.com and a matched LinkedIn profile for Thomas Pappas.
Thomas Pappas previously worked as Managing Director-Investments of The Cottonwood Group of Wells Fargo Advisors at Wells Fargo Advisors and Senior Vice President - Advisor at Smith Barney. Thomas Pappas holds Bachelor'S Degree, Business/Commerce, General from Westminster College.
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I am the Senior member of a wealth management team, focused on client-driven investment management solutions for individuals, businesses and select organizations. My focus is on developing and implementing tactical investment portoflios and fostering strong client relationships as we continue to grow the practice.This information is intended for use only by residents of Arizona, California, Colorado, Hawaii, Idaho, Indiana, Missouri, New Mexico, Nevada, Oregon, South Dakota, Utah, Washington, and Wyoming.Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm.Visitors to this page must avoid posting reviews of their experiences with the firm or any financial professionals of the firm as such testimonials are prohibited under securities law and may not reflect the experience of all clients of the firm or financial professional.
Listed skills include Investments, Asset Allocation, Retirement Planning, Mutual Funds, and 3 others.
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Salt Lake City, Utah, United States
Guiding the best and brightest entrepreneurs, executives and their organizations on their financial journeys; through our process: The Insight FORMula.
Salt Lake City, UT
Wells 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.INVESTMENT AND INSURANCE PRODUCTS: NOT FDIC-INSURED/NO BANK GUARANTEE/ MAY LOSE VALUE.
Greater Salt Lake City Area
Greater Salt Lake City Area
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Thomas Pappas works for Cottonwood Wealth Strategies.
Thomas Pappas is listed as Co-Founder and President at Cottonwood Wealth Strategies.
AeroLeads has found 1 work email signal at @cottonwoodws.com for Thomas Pappas at Cottonwood Wealth Strategies.
Thomas Pappas is based in Salt Lake City, Utah, United States while working with Cottonwood Wealth Strategies.
Thomas Pappas has worked for Cottonwood Wealth Strategies, Wells Fargo Advisors, Smith Barney, Morgan Stanley, and Dean Witter.
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Thomas Pappas holds Bachelor'S Degree, Business/Commerce, General from Westminster College.
Thomas Pappas is listed with skills including Investments, Asset Allocation, Retirement Planning, Mutual Funds, Risk Management, Finance, and Crm Software.
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