Tomer Shoval

Tomer Shoval
Vice President Financial Advisor Investment Services Group Truist Investment Services, Inc.

7788 Riverdale Rd

New Carrollton, MD 20784

Tomer.Shoval@Truist.com

Phone 301-955-3970

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About me

Background

Tomer is a Financial Advisor, offering clients nearly 20 years of financial services, retirement planning and investment management experience. His focus is on advising clients on developing and implementing investment strategies to help them with their immediate and future goals. Tomer takes time assessing a client’s situation, forming and executing an appropriate investment plan, and performing ongoing portfolio maintenance. He also consults on risk management, retirement planning and other critical financial strategies.

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

Education

Bachelor's In Business Administration - Management
Strayer University 2007
Certificate in Financial Planning
Georgetown University’s School of Continuing Studies 2014

Personal Interests

Tomer is a native of Tel Aviv, Israel, and has been living in Washington, DC for nearly two decades. Other than spending time with his wife and children, he loves to travel, bike, exercise, focus on healthy eating and spending time out in nature.

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