First Vice President Investments@ Raymond James
Houston, Texas, United States
Tom Vann
GET FULL PROFILE 
Wake Forest University
Real-Time AI Research
FlashIntel GPT
Tell me more about Tom Vann?
FlashIntel GPTTom Vann is a highly experienced financial professional with 38.4 years of work experience. He specializes in strategic financial planning, retirement planning, portfolio management, investments, and asset allocation. Based in the United States, Tom has worked at Raymond James for several years, holding various positions such as First Vice President and Partner. He is known for his expertise in conducting business with residents and jurisdictions, and is a member of the New York Stock Exchange/SIPC. Tom's extensive background and skills make him a valuable asset in the financial services industry.
For inquiries about Phone Number and Email, please click here Unlock Contact
Emails and Phone Numbers
About
Forty-four years experience in the Financial Services industry. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and taxregulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htm.Raymond James & Associates, Inc., Member New York Stock Exchange/SIPC
...See MoreWork Experience
Partner First Vice President Investments
First Vice President Investments
Financial Services
Tom Vann's Professional Milestones
- First Vice President Investments (2007-11-01~): Driving sustainable investment practices, increasing profitability, and profitability in the investments industry.
- Partner First Vice President Investments (2007-11-01~): Negotiated successful investment partnerships, driving financial growth and maximizing returns for clients.
Education
Bachelors,
Bachelor Of Science,
Business
0-126230400Skill
Strategic Financial Planning
Retirement Planning
Portfolio Management
Investments
Asset Allocation
Wealth Management
Estate Planning
Retirement
Mutual Funds
Asset Management
Equities
Alternative Investments
Financial Modeling
Credit
Series 63
Securities
401k
Finance
Financial Analysis
Life Insurance
Marketing
Financial Advisory
Insurance
Series 7
Investment Strategies
Investment Advisory
Financial Services
Fixed Annuities
Financial Risk
Uniform Combined State Law
Valuation
Certification
Colleagues
Chris Frampton, CFP®
business owner at frampton financial services corp - an independent office of raymond james financial services
Everett Price
Owner
Brett Sanner
sanner financial services owner securities offered through raymond james financial services inc member finra sipc
David Weimer
Owner, Weimer Wealth Management | Financial Advisor, RJFS
Gary L. Zaugg, CFP® AEP® ChFC® CASL® RICP®
owner the zaugg financial group inc
Other Named Tom Vann
Frequently asked questions
We found 2 Tom Vann's email addresses
We found 2 Tom Vann's phone numbers
Tom Vann's social media include: Linkedin,
Tom Vann works for Raymond James
Tom Vann's role in Raymond James is First Vice President Investments
Tom Vann works in the industry of Financial Services
Tom Vann's colleagues are Chris Frampton, CFP®,Everett Price,Brett Sanner
Tom Vann's latest job experience is First Vice President Investments at Raymond James
Tom Vann's latest education in Wake Forest University
