Thomas Hart,
CFA®, CFP®
Investment Manager
Investment Manager
3200 Beechleaf Ct
Suite 900,
Raleigh, NC 27604-1021
About me
Background
Thomas Hart has been in the financial services industry for more than 18 years and helps his clients take a comprehensive, strategic approach to financial planning even in the early stages of asset accumulation. Utilizing an in-depth financial needs assessment and in partnership with Truist specialists in Banking, Strategic Credit, Risk Management, Investments and Trust & Estate Planning, he develops recommendations tailored to his clients’ needs, priorities and preferences.
He currently maintains the Chartered Financial Analyst® (CFA) designation as well as the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation.
Education
Bachelor of Arts
Clemson University
2000
Specialties
Financial planning
Investment management
Investment planning
Locations
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Map
3200 Beechleaf Ct,
Suite 900, Raleigh, NC 27604-1021
Office hours
Mon–Fri: 9am–5pm ET Sat: Closed Sun: Closed
Location data unavailable at this time. We apologize for the inconvenience.
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