Thomas Fontana

Thomas C. Fontana
Managing Director Financial Advisor Private Client Group Truist Investment Services, Inc.
The Brick City Group of Truist Investment Services, Inc.

4414 SW College Rd

Suite 1450,

Ocala, FL 34474-0002

About me

Background

Thomas Fontana has helped clients address their financial concerns for more than 33 years, dedicating his career to delivering personalized investment management with the professionalism and experience they have come to expect.

Thomas began his career in financial services in 1989 with Liberty Mutual Insurance Company of Orlando, FL. He later returned to his hometown of Ocala in 1993 to continue his career as a financial advisor with AmSouth Investment Services. In 2009, Thomas joined Jeff Tucker at Wells Fargo Advisors, before moving to BB&T Scott & Stringfellow (now Truist Investment Services, Inc.) in 2015.

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor of Science
Florida State University 1987

Personal Interests

Thomas and his wife, April, have been married for over 35 years. Their two grown sons, Alex and Adam, are their pride and joy. Outside of spending time with his family, Thomas enjoys exercising, watching his alma mater, Florida State University compete in sporting events, and giving back to the community whenever he can.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Top-notch service delivery and support for the private banking and/or wealth needs of business owners.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

To
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