Tom Schubert
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Tom Schubert Email & Phone Number

Assistant Vice President, Financial Advisor, AIF, Truist Investment Services, Inc. Truist Wealth at Truist Wealth
Location: Wayne, Pennsylvania, United States 4 work roles 2 schools
1 work email found @janney.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email t****@janney.com
LinkedIn Profile matched
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Current company
Role
Assistant Vice President, Financial Advisor, AIF, Truist Investment Services, Inc. Truist Wealth
Location
Wayne, Pennsylvania, United States

Who is Tom Schubert? Overview

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Quick answer

Tom Schubert is listed as Assistant Vice President, Financial Advisor, AIF, Truist Investment Services, Inc. Truist Wealth at Truist Wealth, based in Wayne, Pennsylvania, United States. AeroLeads shows a work email signal at janney.com and a matched LinkedIn profile for Tom Schubert.

Tom Schubert previously worked as Assistant Vice President, Financial Advisor, Truist Investment Services, Inc. at Truist Wealth and Assistant Vice President, Financial Advisor at Bb&T Scott & Stringfellow. Tom Schubert holds Bachelors Of Sicence, Finance from Saint Joseph'S University.

Company email context

Email format at Truist Wealth

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{first_initial}{last}@janney.com
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Profile bio

About Tom Schubert

For the last 20 years, I have been working with individuals and financial professionals on ways to grow and protect their retirement and investment portfolios. As a result of this experience, I bring a unique perspective when advising individuals and small businesses. Whatever your personal needs are, I’ll develop a plan with you:• Education Funding• Retirement Income Planning• Charitable Giving• Wealth Transfer• Business Succession Planning• Portfolio Management, Asset Allocation & Risk ManagementMy approach is based on these three core principles:• Grow your investment portfolio with a rate of return customized to your needs• Protect your wealth for the individuals and causes you care about• Simplify your financial decisions with hands-on personal guidanceMy GPS approach to managing money keeps you focused on your long-term personal and financial goals and not the seemingly unlimited distractions that investors face today.You can email me at Tom.Schubert@truist.com or call my office at 610-263-0535.I look forward to connecting with you!

Listed skills include Retirement Planning, Mutual Funds, Series 7, Series 63, and 17 others.

Current workplace

Tom Schubert's current company

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Truist Wealth
Truist Wealth
Assistant Vice President, Financial Advisor, AIF, Truist Investment Services, Inc. Truist Wealth
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4 roles · 28 years

Tom Schubert work experience

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

Assistant Vice President, Financial Advisor, Truist Investment Services, Inc.

Current

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… Show more 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 Show less

Feb 2021 - Present

Assistant Vice President, Financial Advisor

BB&T Securities, LLC, member FINRA/SIPC, is a wholly owned nonbank subsidiary of Truist Financial Corporation. Securities and insurance products or annuities sold, offered or recommended by BB&T Securities 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 BB&T Securities may only conduct business in states and jurisdictions where they… Show more BB&T Securities, LLC, member FINRA/SIPC, is a wholly owned nonbank subsidiary of Truist Financial Corporation. Securities and insurance products or annuities sold, offered or recommended by BB&T Securities 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 BB&T Securities 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 www.bbtsecurities.com Show less

May 2017 - Feb 2021

Regional Vice President Nyse E-Pa

Ing
1999 - 2009 ~10 yrs
2 education records

Tom Schubert education

Education record

Salesianum High School
FAQ

Frequently asked questions about Tom Schubert

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

What company does Tom Schubert work for?

Tom Schubert works for Truist Wealth.

What is Tom Schubert's role at Truist Wealth?

Tom Schubert is listed as Assistant Vice President, Financial Advisor, AIF, Truist Investment Services, Inc. Truist Wealth at Truist Wealth.

What is Tom Schubert's email address?

AeroLeads has found 1 work email signal at @janney.com for Tom Schubert at Truist Wealth.

Where is Tom Schubert based?

Tom Schubert is based in Wayne, Pennsylvania, United States while working with Truist Wealth.

What companies has Tom Schubert worked for?

Tom Schubert has worked for Truist Wealth, Bb&T Scott & Stringfellow, Janney Montgomery Scott, and Ing.

How can I contact Tom Schubert?

You can use AeroLeads to view verified contact signals for Tom Schubert at Truist Wealth, including work email, phone, and LinkedIn data when available.

What schools did Tom Schubert attend?

Tom Schubert holds Bachelors Of Sicence, Finance from Saint Joseph'S University.

What skills is Tom Schubert known for?

Tom Schubert is listed with skills including Retirement Planning, Mutual Funds, Series 7, Series 63, Wealth Management, Fixed Annuities, Investments, and Portfolio Management.

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