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Beth Thomas

Vice President, Financial Advisor At ... at Truist Financial Corp
Intro Book
Seasoned financial advisor with 16+ years of experience in wealth management and investment management.
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Location
Hilton Head Island, South Carolina, U...
Skills
  • Wealth Management
  • Retirement Planning
  • Asset Allocation
  • Investments
  • Asset Management
  • Show all
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Bio

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Beth Thomas is a seasoned financial advisor with over 16 years of experience in wealth management, retirement planning, and investment management. She has held senior roles at Truist Wealth, SunTrust Investment Services, Inc., Prudential Securities, Inc., Merrill Lynch, and Morgan Stanley.

Credentials

  • CRPC
    -

Experience

  • Truist Financial Corp
    • Vice President, Financial Advisor At Truist Investment Services, Inc., Truist...
  • Truist Wealth
    • Hilton Head Island, South Carolina
    • Vice President, Financial Advisor at Truist Investment Services, Inc., Truist...
      • Feb 2021 - Present
      • Hilton Head Island, South Carolina

      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. Securi...

  • SunTrust Investment Services, Inc.
    • Hilton Head Island, South Carolina
    • Vice President, Private Financial Advisor at Suntrust Investment Services, Inc.
      • Aug 2004 - Feb 2021
      • Hilton Head Island, South Carolina
  • Prudential Securities, Inc.
    • Hilton Head Island, SC
    • Senior Registered Sales Associate
      • Mar 1994 - Aug 2004
      • Hilton Head Island, SC
  • Merrill Lynch
    • Hilton Head Island, SC
    • Registered Sales Assistant
      • Sep 1985 - Mar 1994
      • Hilton Head Island, SC
  • Morgan Stanley
    • New York
    • Support Staff, Syndicate Department
      • Mar 1981 - Aug 1985
      • New York

Education

  • 1976 - 1980
    Franklin & Marshall College
  • 1974 - 1976
    J P McCaskey

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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