Thomas Nee, Jr., Cfp®, Cfs Email and Phone Number
Thomas Nee, Jr., Cfp®, Cfs work email
- Valid
Thomas Nee, Jr., Cfp®, Cfs personal email
V&T Wealth Advisors provides wealth management services in addition to insurance and income protection for clients. With more than 14 years of financial services experience, Mr. Nee is a CERTIFIED FINANCIAL PLANNER™ as awarded by the Certified Financial Planner Board of Standards, Inc. and a Certified Fund Specialist as bestowed by the Institute of Business & Finance.V&T Wealth Advisors is known for its commitment to providing clients with financial education and has conducted on-site training events for corporate employers. The group places emphasis on serving small business owners with employee benefits and succession planning, and families with individual investment, insurance, and retirement planning.In 2013, Mr. Nee and V&T Wealth Advisors changed their affiliation and became part of LPL Financial. Securities and advisory services are offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above.Previously, Mr. Nee served as an Agency Director of financial education for MetLife, a global provider of insurance, annuities and employee benefit programs. He has presented financial education workshops to local, regional and national employers, including manufacturers, retailers and local universities.He is a six-time Million Dollar Round Table qualifier, an active Financial Planning Association member and has qualified for other leadership conferences. Mr. Nee attended the University of Pittsburgh and holds Series 6, 7, 63 and 66 registrations with LPL Financial along with life, accident and health insurance licenses.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following states: IL, MD, NC, OH, PA, WV.
V&T Wealth Advisors
View- Website:
- vtwealthadvisor.com
- Employees:
- 6
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Certified Financial Planner™ CertificantV&T Wealth Advisors Dec 2013 - Present -
Certified Financial Planner™ Certificant/Financial Services RepresentativeV & T Wealth Advisors (An Office Of Metlife) Dec 2008 - Dec 2013New York, Ny, Us -
Agency Director/RetirewiseV & T Wealth Advisors (An Office Of Metlife) Feb 2007 - Nov 2008New York, Ny, UsWorked with institutional/group benefit clients to provide financial education at their worksite. -
Financial Services RepresentativePrincipal Financial Group Jul 2002 - Jan 2007Des Moines, Iowa, Us -
Financial Services RepresentativeThe Mony Group Aug 1999 - Jun 2002
Thomas Nee, Jr., Cfp®, Cfs Education Details
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University Of PittsburghEconomics
Frequently Asked Questions about Thomas Nee, Jr., Cfp®, Cfs
What company does Thomas Nee, Jr., Cfp®, Cfs work for?
Thomas Nee, Jr., Cfp®, Cfs works for V&t Wealth Advisors
What is Thomas Nee, Jr., Cfp®, Cfs's role at the current company?
Thomas Nee, Jr., Cfp®, Cfs's current role is CERTIFIED FINANCIAL PLANNER™ certificant at V&T Wealth Advisors.
What is Thomas Nee, Jr., Cfp®, Cfs's email address?
Thomas Nee, Jr., Cfp®, Cfs's email address is tn****@****ife.com
What schools did Thomas Nee, Jr., Cfp®, Cfs attend?
Thomas Nee, Jr., Cfp®, Cfs attended University Of Pittsburgh.
Who are Thomas Nee, Jr., Cfp®, Cfs's colleagues?
Thomas Nee, Jr., Cfp®, Cfs's colleagues are C. Dean Mavrogianis.
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