Thomas Ptachick Cfp®
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Thomas Ptachick Cfp® Email & Phone Number

Investment Executive at Davenport & Company LLC | McGlothlin Leadership Scholar | W&M Raymond A. Mason MBA Class of 2025 at Davenport & Company LLC
Location: Williamsburg, Virginia, United States 4 work roles 3 schools
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Current company
Role
Investment Executive at Davenport & Company LLC | McGlothlin Leadership Scholar | W&M Raymond A. Mason MBA Class of 2025
Location
Williamsburg, Virginia, United States
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Who is Thomas Ptachick Cfp®? Overview

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Quick answer

Thomas Ptachick Cfp® is listed as Investment Executive at Davenport & Company LLC | McGlothlin Leadership Scholar | W&M Raymond A. Mason MBA Class of 2025 at Davenport & Company LLC, a company with 313 employees, based in Williamsburg, Virginia, United States. AeroLeads shows a matched LinkedIn profile for Thomas Ptachick Cfp®.

Thomas Ptachick Cfp® previously worked as Investment Executive at Davenport & Company Llc and King Consulting and Investment Group at Davenport & Company Llc. Thomas Ptachick Cfp® holds Master Of Business Administration - Mba from William & Mary – Raymond A. Mason School Of Business.

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Email format at Davenport & Company LLC

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Davenport & Company LLC

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Profile bio

About Thomas Ptachick Cfp®

Hardworking dedicated financial advisor with over 13 years of experience in wealth management and financial planning. I take pride in my ability to assist families and individuals plan their future by adeptly managing their investments, risks, and emotions.DISCLAIMER: Davenport & Company LLC is not associated in any way with LinkedIn® Corp. Davenport is a separate, independent company which offers investment and advisory services. Davenport is a member of FINRA•SIPC•NYSE.Neither Davenport nor its employees are providing or offering to provide personalized investment advice through this site. The views and opinions published on this website are not necessarily those of Davenport & Company. Third-party posts do not reflect the views of Davenport & Company, nor are they approved or endorsed by Davenport or any of its employees.This web page is intended for residents of the United States only. Neither the information nor any opinion expressed on this site constitutes an offer to buy or sell any security or instrument or participate in any particular trading strategy. Davenport is registered to conduct securities broker/dealer business in every U.S. state or territory except Guam. Davenport has made investment adviser notice filings in the following states: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Massachusetts, Maryland, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.Information herein has been obtained from sources considered reliable, but its accuracy and completeness are not guaranteed. Davenport is not responsible for the content of other websites to which this one may be linked.

Current workplace

Thomas Ptachick Cfp®'s current company

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Davenport & Company LLC
Davenport & Company Llc
Investment Executive at Davenport & Company LLC | McGlothlin Leadership Scholar | W&M Raymond A. Mason MBA Class of 2025
richmond, virginia, united states
Employees
313
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4 roles

Thomas Ptachick Cfp® work experience

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

Investment Executive

Current

Williamsburg, VA

  • Partner on the King Consulting and Investment team; FInished 1st in production in 2021 & 2022
  • Manage high-net-worth client relationships ranging from $1MM to $25MM
  • Led Assets Under Management (AUM) growth from $300MM to over $600MM
  • Construct, implement and monitor customized, full financial plans for clients to make informed decisions
  • Curate relationships with potential and current clients to organically grow AUM with a target of 20% growth YOY
  • Collaborate with a number of external partners including clients' CPAs, attorneys, POAs and trustees
Sep 2013 - Present

King Consulting And Investment Group

Williamsburg, Virginia

  • Gained valuable experience working with cost basis, annuities, LTC, stocks, bonds, mutual funds, retirement accounts, and educational plans.
Apr 2010 - Aug 2013

Member Board Of Directors

Williamsburg, VA

  • Held quarterly meetings and served on a sub committee for the Avalon Classic golf tournament designed to raise awareness and capital for Avalon
  • Discussed financial health, leadership and advancement of Avalon, a women's and children's shelter with two locationshttp://avaloncenter.org/
Jan 2017 - Dec 2022

Division 1 Student Athlete

  • CAA Academic All-Conference 2011 and 2012
  • Four-time Varsity Letter Recipient, Football
Jul 2008 - Dec 2012
Team & coworkers

Colleagues at Davenport & Company LLC

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3 education records

Thomas Ptachick Cfp® education

FAQ

Frequently asked questions about Thomas Ptachick Cfp®

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

What company does Thomas Ptachick Cfp® work for?

Thomas Ptachick Cfp® works for Davenport & Company LLC.

What is Thomas Ptachick Cfp®'s role at Davenport & Company LLC?

Thomas Ptachick Cfp® is listed as Investment Executive at Davenport & Company LLC | McGlothlin Leadership Scholar | W&M Raymond A. Mason MBA Class of 2025 at Davenport & Company LLC.

Where is Thomas Ptachick Cfp® based?

Thomas Ptachick Cfp® is based in Williamsburg, Virginia, United States while working with Davenport & Company LLC.

What companies has Thomas Ptachick Cfp® worked for?

Thomas Ptachick Cfp® has worked for Davenport & Company Llc, Avalon: A Center For Women And Children, and College Of William And Mary.

Who are Thomas Ptachick Cfp®'s colleagues at Davenport & Company LLC?

Thomas Ptachick Cfp®'s colleagues at Davenport & Company LLC include Jeff Chowning, Apma®, Challen Morgan, Daphne Martin, Cpa, Tyler Clark, Cfp®, and Amanda St. John.

How can I contact Thomas Ptachick Cfp®?

You can use AeroLeads to view verified contact signals for Thomas Ptachick Cfp® at Davenport & Company LLC, including work email, phone, and LinkedIn data when available.

What schools did Thomas Ptachick Cfp® attend?

Thomas Ptachick Cfp® holds Master Of Business Administration - Mba from William & Mary – Raymond A. Mason School Of Business.

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