Thomas Moonshower

Thomas Moonshower, PPM
Assistant Vice President Portfolio Management Officer Truist Investment Services, Inc.
The Glaser Group of Truist Investment Services, Inc.

1026 17th Ave S

2nd Floor,

Nashville, TN 37212-2202

About me

Background

Thomas Moonshower is a Portfolio Management Officer with The Glaser Group of Truist Investment Services, Inc., offering clients more than 20 years of financial services and investment management experience. He 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

Locations

Loading location info...

Location data unavailable at this time. We apologize for the inconvenience.

Map

{0}

{1}

{2}

Office hours

{5}

Phone {3}
Fax {4}

{0} {1}

Recommended Resources

    {0}
    {6}
    {7}
    {8}
    {9}
    {12}
    {10}
    {11}

    {3}

    {1}
    {2}
    {7}
    {8}
    {9}
    {10}
    {11}
    {14}
    {12}
    {13}