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:
© 2016 SunTrust Banks, Inc.
SunTrust Bank is an Equal Housing Lender. Member FDIC.
Equal Housing Lender. SunTrust Mortgage, Inc.
SunTrust, SunTrust Mortgage, SunTrust PortfolioView, SunTrust Robinson Humphrey, SunTrust Premier Program, AMC Pinnacle, AMC Premier, Access 3, Signature Advantage Brokerage, Custom Choice Loan and SunTrust SummitView are federally registered service marks of SunTrust Banks, Inc. All other trademarks are the property of their respective owners.
Services provided by the following affiliates of SunTrust Banks, Inc.: Banking and trust products, including investment advisory 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, insurance (including annuities) and investment advisory products and services are offered by SunTrust Investment Services, Inc., a SEC registered investment adviser and broker-dealer, member FINRA, SIPC, and a licensed insurance agency. Investment advisory services are offered by SunTrust Advisory Services LLC, SunTrust Investment 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, toll free 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, NH: licensed by the New Hampshire Banking Department, NJ: Mortgage Banker License - New Jersey Department of Banking and Insurance, and RI: Rhode Island Licensed Lender.
"SunTrust Advisors" may be officers and/or associated persons of the following affiliates of SunTrust Banks, Inc.: SunTrust Bank, our commercial bank, which provides banking, trust and asset management services; SunTrust Investment Services, Inc., a SEC registered investment adviser and broker-dealer, which is a member of FINRA and SIPC, and a licensed insurance agency, and which provides securities, annuities and life insurance products, and other investment services; SunTrust Advisory Services LLC, a SEC registered investment adviser which provides Investment Advisory services.
SunTrust Private Wealth Management, International Wealth Management, Business Owner Specialty Group, Sports and Entertainment Group, and Legal and Medical Specialty Groups are marketing names used by SunTrust Bank, SunTrust Banks Trust Company (Cayman) Limited, SunTrust Delaware Trust Company, SunTrust Investment Services, Inc., and SunTrust Advisory Services LLC.
SunTrust Robinson Humphrey is the trade name for the corporate and investment banking services of SunTrust Banks, Inc. and its subsidiaries, including SunTrust Robinson Humphrey, Inc., member FINRA and SIPC.