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Thomas Moonshower

Thomas Moonshower, PPM
Financial Consultant Truist Investment Services, Inc.
The Glaser Group of Truist Investment Services, Inc.

1026 17th Ave S

Nashville, TN 37212-2202

Thomas.Moonshower@Truist.com

Phone 615-748-4815

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About me

Background

Thomas Moonshower is a Financial Consultant with Truist Investment Services, Inc. offering clients more than 20 years of financial services and investment management experience. He is the portfolio manager and investment specialist for the financial advisors and clients of The Glaser Group of Truist Investment Services, Inc. and has extensive experience in equity and fixed income trading, as well as portfolio construction and investment management. Thomas holds the Preferred Portfolio Management designation and has earned a Masters of Business Administration (MBA) degree.

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

Education

MBA
Lipscomb University

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

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

  • 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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