Thomas Fontana

Thomas C. Fontana
Financial Advisor Truist Investment Services, Inc.
The Tucker-Fontana Group of Truist Investment Services, Inc.

4414 SW College Rd,

Suite 1450,

Ocala, FL 34474-0002

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About me

Background

I have helped clients address their financial concerns for more than 30 years, dedicating my career to delivering personalized investment management with the professionalism and experience they have come to expect.

I began my financial services career in 1989 with Liberty Mutual Insurance Company of Orlando, FL, before returning to and staying in my hometown of Ocala in 1993. In 2009, I joined a team of financial professionals at Wells Fargo Advisors, before moving to Truist 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

My wife, April, and I have been married for over 30 years, and our two grown sons, Alex and Adam, are our pride and joy. Outside of spending time with my family, I enjoy exercising, watching my alma mater, Florida State University, compete in sporting events, and giving back to the community whenever I 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 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

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