Thomas B. Underwood, III, CFP®Financial Advisor, Managing Director
Thomas is a Financial Advisor who works closely with his team, clients, and other professional advisors to provide holistic advice. Thomas believes the foundation of financial success for his clients is based on comprehensive financial planning built around their goals. His approach to working with clients focuses on open communication with the objective of simplifying the complex.
- Truist Advisory Services, Inc., Vice President, Financial Advisor Private Client Group Truist Investment Services
- BB&T, Wealth Advisor
- Campbell University, MBA, Finance
- Campbell University, BBA, Minor in Financial Planning
- CERTIFIED FINANCIAL PLANNER™ designation