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Tommy Truman, Financial Advisor serving the Charlotte, NC area - Ameriprise Advisors

Tommy Truman

Financial Advisor

Managing Director
Blue Cardinal Wealth Solutions
27
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Investment Management
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Financial Strategies for LGBTQ Couples and Families
  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Business Retirement Plans
  • Retirement Income Strategies
  • Investments

Qualifications

  • Series 7, Series 63, Series 65, Series 66, Series 9/10

Education

  • University of South Carolina - Columbia
  • BS, Applied Professional Sciences

Awards & recognition

  • Ameriprise Circle of Success, 2017, 2018, 2019
  • Blue Cardinal Wealth Solutions, Forbes Best-in-State Wealth Management Teams, 2023, 2024
  • Ameriprise Ultimate Digital Excellence Award, 2022

Professional associations

  • Lake Norman Chamber of Commerce

Previous experience

  • Morgan Stanley Smith Barney, Financial Advisor, 2009-2015
  • Wachovia Securities, LLC, Financial Advisor, 2002-2009

Community participation

Tommy proudly supports the following non-profit organizations:

Carolina Golf Club (past Board Member and Treasurer); East Mecklenburg High School Foundation (current Board Member and President); Friendship Trays/Meals on Wheels of Charlotte-Mecklenburg; Good Fellows Club; Northwest School of the Arts; Partners in Health; PFLAG Charlotte; RAIN Charlotte; The Relatives Inc.; Second Harvest Food Bank of Charlotte; Time Out Youth (past Board Member and Treasurer); Together We Can Solve Hunger.

Interests

Tommy enjoys spending time with his wife (Elizabeth) and four children (Forrest, William, Elenora and Ben), playing golf, cheering for his Carolina Panthers, volunteering and serving on boards of local non-profit organizations.