Tom Gletner

Tom J. Gletner
Senior Managing Director Financial Advisor Truist Investment Services, Inc.

1445 New York Ave

4th Floor,

Washington, DC 20005

tom.gletner@truist.com

Phone 202-879-7077

Fax 202-879-6030

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About me

Background

Tom Gletner is a Financial Advisor and Senior Managing Director with Truist Wealth. He offers clients more than 29 years of comprehensive wealth management experience, with a team approach that brings together specialists in investments, financial planning, credit, risk management, and estate strategies. Tom is often asked and enjoys speaking to other advisors and the general public at gatherings around the country. 

Tom holds himself, and his team accountable to recommend strategies with your needs and goals in mind. These strategies are supported not only by experience from a team of specialists, but also highly attentive service and coordination of resources. Tom and The Gletner Group of Truist Investment Services Inc,, take the time to talk to you, get to know you, and gain an understanding of the critical aspects of your financial life so that they can assess the interaction of multiple objectives and the far-reaching implication they can have on each other.

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

Education

B.A., Business Administration
Georgetown University 1988

Personal Interests

Tom is a native of Hyattsville, Maryland and is a graduate of Georgetown University. Tom serves on the board of San Miguel School in Washington, DC and is very active in the Georgetown University Scholarship Program. Both organizations strive to provide a quality education for students from families with very limited resources. Tom is also a Governor on the Georgetown Alumni Association Board, and is on the Alumni Admissions Program's Board of Advisors, as well as Chairman of the Bethesda/Chevy Chase Georgetown Alumni Admissions Committee.  Tom is an active member of Heroes Inc.  Heroes honors law enforcement officers and firefighters who gave their lives in the line of duty by supporting the spouses and children they left behind. Tom and his wife Karen have four children and live in Chevy Chase, Maryland.

Specialties

  • 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

  • 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

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • 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.

  • 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

Platinum Performance Excellence Award*
Truist 2021
Platinum Performance Excellence Award*
Truist 2022
Platinum Performance Excellence Award*
Truist 2023
Platinum Performance Excellence Award*
Truist 2024
*The Truist Platinum 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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