Thomas Dietrich

Thomas F. Dietrich, AAMS®, CRPC®
Managing Director Financial Advisor Investment Services Group Truist Investment Services, Inc.

220 W Garden St

Suite 800,

Pensacola, FL 32502-5702

Thomas.Dietrich@Truist.com

Phone 850-898-8787

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About me

Background

Thomas Dietrich is a Managing Director and a Financial Advisor with Truist Investment Services, Inc., and has helped clients address their financial concerns for over 20 years. His core focus is to help clients identify the personal and professional financial goals that matter most to them. He then creates and implements appropriate strategies customized to help clients achieve their stated goals. Thomas has dedicated his career to delivering personalized planning and investment management with the professionalism and experience that his clients have come to expect.  

Thomas began his financial services career in 1999 and joined Truist's predecessor firm, SunTrust, in 2010. During his professional career, he has earned the  Accredited Asset Management Specialist (AAMS®) designation as well as the Chartered Retirement Planning Counselor (CRPC®) designation. 

His clients are further served by his professional support team, which includes Russell Morrison and Sally Henderson. They can be reached by the phone or email information below. 

Russell Morrison, Registered Client Service Associate
  • 850-898-8783
  • Russell.Morrison@Truist.com
Sally Henderson, Client Service Associate
  • 850-898-8789
  • Sally.Henderson@Truist.com

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

Education

Master of Accountancy
University of West Florida 1994
Bachelor of Accounting
University of West Florida 1992

Personal Interests

Thomas is a native of St. Petersburg, Florida and has lived in the Pensacola area for over 30 years.  He is an avid runner and has completed two half-marathons.  Thomas enjoys both domestic and international travel in an effort to learn more about the world’s culture and history as well as to create great memories with his three children, Katie, Brett and Julia.

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

  • 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

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

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

Accomplishments

Performance Award*
Truist 2020
Performance Award*
Truist 2021
Performance Award*
Truist 2022
*The Truist Performance Award is awarded to advisors to formally recognize the exceptional contributions of teammates who consistently go above and beyond to deliver on our Purpose, our Brand, our Performance Promise, and revenue.

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    The Truist Performance Excellence Award is awarded to advisors to formally recognize the exceptional contributions of teammates who consistently go above and beyond to deliver on our Purpose, our Brand, our Performance Promise, and revenue.

     

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