Thomas Fontana

Thomas Fontana Email and Phone Number

Managing Director, Financial Advisor, Truist Investment Services, Inc., Truist Wealth @ Truist Investment Services, Inc., Truist Wealth
Thomas Fontana's Location
Ocala, Florida, United States, United States
Thomas Fontana's Contact Details

Thomas Fontana work email

Thomas Fontana personal email

n/a

Thomas Fontana phone numbers

About Thomas Fontana

The Brick City Group of Truist Investment Services operates under the key value that everyone and every moment matters. This principle allows for a deeply personal connection with our clients and their families. Going beyond the exterior to understand dreams and aspirations of each family we encounter brings to the surface extraordinary outcomes.Much of where we have been directs where we will be going. These experiences create judgments and beliefs that result in instant decision making for our clients. As advisors, our role is to understand that these past experiences create a vision of the future, and together, navigate you through a plan to bring these aspirations to life. With a strategic process that keeps our eyes on the target, we can bring you peace of mind for what is to come.Our philosophy is one that gets to the heart of our clients’ desires. By understanding the details that matter to our clients and their families, together we can create a path to a fulfilling life. Our Team approach takes into account three main principles:Authenticity: We have real interactions with our clients and their families.Logic: Our judgement and competence is tailored to each specific situation. Empathy: Our differentiator is we care. Your story matters to us.We measure success by the quality of relationships we share with individuals and families. By delivering on our core values, we deliver on the “why” of our Team Purpose: Leading clients to live truly fulfilling lives. *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. This information is intended for use only by residents of Florida only. *Please contact me by e-mail THOMAS.FONTANA@truist.com or by Phone (352) 390-2826. ***I cannot respond to messages through LinkedIn.***

Thomas Fontana's Current Company Details
Truist Investment Services, Inc., Truist Wealth

Truist Investment Services, Inc., Truist Wealth

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Managing Director, Financial Advisor, Truist Investment Services, Inc., Truist Wealth
Thomas Fontana Work Experience Details
  • Truist Investment Services, Inc., Truist Wealth
    Managing Director, Financial Advisor
    Truist Investment Services, Inc., Truist Wealth Feb 2021 - Present
    4414 Sw College Rd. Suite 1450, Ocala, Florida 34474
    Due to industry regulations, I am unable to accept recommendations and endorsements. TIS will not accept purchase or sale orders via LinkedIn or its messaging system. Truist Investment Services, Inc., member FINRA/SIPC, is a wholly owned non-bank subsidiary of Truist Financial Corporation. Securities and insurance products or annuities sold, offered or recommended by Truist Investment Services are not a deposit, not FDIC insured, not guaranteed by a bank, not insured by any federal government agency and may lose value. Not all products and services are available in all states and financial advisors for Truist Investment Services may only conduct business in states and jurisdictions where they are properly registered. Therefore, a response for information may be delayed. Investors outside of the United States are subject to additional securities and tax regulations within their applicable jurisdictions that are not addressed on this site. For more information please contact your financial advisor. For additional important disclosures, please visit: https://www.truist.com/wealth/tis-disclosure.
  • Scott & Stringfellow
    Senior Vice President, Financial Advisor
    Scott & Stringfellow Oct 2015 - Feb 2021
    4414 Sw College Rd. Suite 1450, Ocala, Florida 34474
  • Wells Fargo Advisors
    Senior Vice President
    Wells Fargo Advisors Apr 2009 - Sep 2015
    Ocala, Florida Area
  • Morgan Keegan & Co Inc
    Vice President/Investment Consultant
    Morgan Keegan & Co Inc May 2006 - Apr 2009
    Ocala, Florida Area
    Transition to Morgan Keegan was as a result of merger from Amsouth Investment Services.
  • Amsouth Investment Services
    Financial Consultant
    Amsouth Investment Services Aug 1994 - May 2006
    Ocala, Florida Area
  • Invest Financial
    Financal Consultant
    Invest Financial Apr 1993 - Aug 1994
    Ocala, Florida Area
  • Liberty Mutual Insurance
    Licensed Insurance Agent
    Liberty Mutual Insurance Jul 1989 - Apr 1993
    Casselberry, Florida

Thomas Fontana Skills

Investments Portfolio Management Financial Analysis Asset Management Finance Risk Management Financial Services Equities Wealth Management Banking Life Insurance Estate Planning Discretionary Portfolio Management

Thomas Fontana Education Details

Frequently Asked Questions about Thomas Fontana

What company does Thomas Fontana work for?

Thomas Fontana works for Truist Investment Services, Inc., Truist Wealth

What is Thomas Fontana's role at the current company?

Thomas Fontana's current role is Managing Director, Financial Advisor, Truist Investment Services, Inc., Truist Wealth.

What is Thomas Fontana's email address?

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What is Thomas Fontana's direct phone number?

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What schools did Thomas Fontana attend?

Thomas Fontana attended Florida State University - College Of Business.

What skills is Thomas Fontana known for?

Thomas Fontana has skills like Investments, Portfolio Management, Financial Analysis, Asset Management, Finance, Risk Management, Financial Services, Equities, Wealth Management, Banking, Life Insurance, Estate Planning.

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