Financial Advisor, SunTrust Investment Services, Inc.
Thomas F. Dietrich is a Financial Advisor who specializes in managing investment portfolios, determining individual insurance solutions and retirement income planning. He offers individuals, business owners and affluent families 16 years of financial planning and investment management experience. Tom works with individuals and businesses to help them develop and implement investment strategies to meet their immediate needs and future goals. Supported by Administrative Associate Brittany Udell and Financial Consultant Maryanne French, he follows a disciplined process of assessing a client's financial situation, determining risk tolerance, forming and executing an appropriate investment plan and periodic portfolio rebalancing in order to obtain measurable results. Tom advises clients on risk management, retirement planning, estate and other critical financial strategies.
Tom has earned the professional designations of Certified Public Accountant (CPA), Accredited Asset Management SpecialistSM (AAMS®) and Chartered Retirement Planning Counselor (CRPC®). Tom was recognized by Bank Investment Consultant magazine in December, 2012, as one of the Top 50 Financial Advisors in the United States*. He served on the board and was an active committee member with Junior Achievement of Northwest Florida for over 10 years. A native of St. Petersburg, Florida, Tom moved to Pensacola 24 years ago to complete his Bachelor's and Master's degree in Accounting at the University of West Florida. Tom and his wife, Angie, enjoy traveling and creating great memories with their five children, Ashton, Jack, Katie, Brett and Julia.
*Bank Investment Consultant ratings were based on a weighted average of six variables including 2012 assets under management (AUM), trailing 12-month production, percentage change in AUM from the previous year, percentage change in T-12 production, amount of fee business and ratio of production per AUM.
Investment and Insurance Products:
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Services provided by the following affiliates of SunTrust Banks, Inc.: Banking products and services are provided by SunTrust Bank, Member FDIC. Trust and investment management services are provided by SunTrust Bank, SunTrust Delaware Trust Company and SunTrust Banks Trust Company (Cayman) Limited. Securities, brokerage accounts and insurance (including annuities) are offered by SunTrust Investment Services, Inc., a SEC registered broker-dealer, member FINRA, SIPC, and a licensed insurance agency. Investment advisory services are offered by SunTrust Advisory Services, Inc., and GenSpring Family Offices, LLC, each of which is registered as an investment adviser with the U.S. Securities and Exchange Commission. Mortgage products and services are provided by SunTrust Mortgage, Inc.
SunTrust Mortgage, Inc. - NMLS #2915, 901 Semmes Avenue, Richmond, VA 23224, 1‐800‐634‐7928. CA: licensed by the Department of Business Oversight under the California Residential Mortgage Lending Act, IL: Illinois Residential Mortgage Licensee #MB‐989, Department of Financial and Professional Regulation, 100 W. Randolph, Suite 900, Chicago, IL 60601, 1‐888‐473‐4858, MA: Mortgage Lender license #‐ML‐2915, NJ: Mortgage Banker License ‐ New Jersey Department of Banking and Insurance, NY: Licensed Mortgage Banker—NYS Department of Financial Services, and RI: Rhode Island Licensed Lender.
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