Financial Advisor
Forest Financial Planning And Investments
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Tom Roddis Email & Phone Number
Financial Advisor
at
Forest Financial Planning and Investments
1 work email found
@raymondjames.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Financial Advisor
Location
Greater Minneapolis-St. Paul Area, United States, United States
Who is Tom Roddis? Overview
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Quick answer
Tom Roddis is listed as Financial Advisor at Forest Financial Planning and Investments, based in Greater Minneapolis-St. Paul Area, United States, United States. AeroLeads shows a work email signal at raymondjames.com and a matched LinkedIn profile for Tom Roddis.
Tom Roddis previously worked as Financial Advisor at Raymond James and Principal at Rp&I Llc. Tom Roddis holds Bachelor'S Degree, American Studies from Georgetown University.
Company email context
Email format at Forest Financial Planning and Investments
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{first}.{last}@raymondjames.com
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Profile bio
About Tom Roddis
Tom Roddis is a Financial Advisor at Forest Financial Planning and Investments. He possess expertise in marketing strategy, cross functional team leadership, strategy, strategic planning, product development and 45 more skills.
Listed skills include Marketing Strategy, Cross Functional Team Leadership, Strategy, Strategic Planning, and 46 others.
Current workplace
Tom Roddis's current company
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Forest Financial Planning And Investments
AeroLeads page
8 roles · 27 years
Tom Roddis work experience
A career timeline built from the work history available for this profile.
Financial Advisor
CurrentWorking as a partner with my clients, I provide financial planning and investment advice tailored to individual goals, values, and preferences. Two distinctive features of my practice are my commitment to a high level of personalized service, and an approach based on addressing four core financial challenges:- Cash management and short-term savings.
Nov 2021 - Present
Principal
Current
Rp&I Llc
Real estate investment with a focus on multifamily value-add opportunities.
2015 - Present
~11 yrs 4 mos
General Manager
Interim CEO role. Returned a small manufacturer to growth after 10 years of declining sales and bankruptcy.- Redefined the mission, vision and strategy; and rebranded the company- Identified and optimized a core set of marketing tactics; and hired and trained a new field sales force- Developed and launched a new product line to reach an expanded market.
Jan 2018 - Sep 2020
New Business Development And Strategy, Stationery And Office Supplies Division
Led strategic planning for the division housing the Post-it(R) and Scotch(R) brands.Re-combined product lines with a new, customer-focused strategy resulting in a $40 million business with expanded retail placement and new growth.Created a new digital strategy for the Post-it brand.Launched two new product platforms driving new account penetration and.
2011 - 2015
~4 yrs
New Business Development And Strategy, 3M Espe Oral Care Division
Identified and executed partnerships, acquisitions, and licensing opportunities to advance division growth strategies.Led strategic planning for the division.
2007 - 2011
~4 yrs
Global Category Marketing, 3M Espe Oral Care Division
Managed a variety of product lines generating as much as $100 million in annual sales with a geographic mix more than 50% outside the US.Led new product development and launch of multiple Class II medical devices for oral health.
2002 - 2007
~5 yrs
Analyst, Strategic Business Development Group
An internal consulting role dedicated to corporate strategic planning and development of key growth initiatives.
1999 - 2002
~3 yrs
2 education records
Tom Roddis education
Bachelor'S Degree, American Studies
Georgetown University
Master Of Business Administration (Mba)
Unc Kenan-Flagler Business School
FAQ
Frequently asked questions about Tom Roddis
Quick answers generated from the profile data available on this page.
What company does Tom Roddis work for?
Tom Roddis works for Forest Financial Planning and Investments.
What is Tom Roddis's role at Forest Financial Planning and Investments?
Tom Roddis is listed as Financial Advisor at Forest Financial Planning and Investments.
What is Tom Roddis's email address?
AeroLeads has found 1 work email signal at @raymondjames.com for Tom Roddis at Forest Financial Planning and Investments.
Where is Tom Roddis based?
Tom Roddis is based in Greater Minneapolis-St. Paul Area, United States, United States while working with Forest Financial Planning and Investments.
What companies has Tom Roddis worked for?
Tom Roddis has worked for Forest Financial Planning And Investments, Raymond James, Rp&I Llc, Cambek, and 3M.
How can I contact Tom Roddis?
You can use AeroLeads to view verified contact signals for Tom Roddis at Forest Financial Planning and Investments, including work email, phone, and LinkedIn data when available.
What schools did Tom Roddis attend?
Tom Roddis holds Bachelor'S Degree, American Studies from Georgetown University.
What skills is Tom Roddis known for?
Tom Roddis is listed with skills including Marketing Strategy, Cross Functional Team Leadership, Strategy, Strategic Planning, Product Development, Leadership, New Business Development, and Business Strategy.
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