Tom Minami, CFA®, CFP®, Private Financial Advisor

SunTrust Investment Services, Inc.

Tom Minami Photo
Tom Minami, CFA®, CFP®, Private Financial Advisor

SunTrust Investment Services, Inc.

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1305 North Center Street,

Hickory, NC 28601

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About

Tom Minami is a Private Financial Advisor with SunTrust Investment Services, Inc. In his role, he guides clients through financial decisions to help them achieve their goals. Tom specializes in developing customized investment strategies that enable clients to fulfill their long-term objectives. He manages his practice with a team of Private Wealth Management specialists to provide a distinctive goals-based planning experience for all of his clients.

Tom offers his clients more than 20 years of comprehensive wealth management experience. Prior to joining SunTrust in September of 2015, he held leadership and advisory roles at Wells Fargo/Wachovia.

Tom earned his Bachelor of Arts degree in Economics from Duke University. He holds the Chartered Financial Analyst (CFA) credential, the globally recognized mark of distinction and benchmark for measuring the expertise, experience and ethics of investment professionals. He also holds the Certified Financial PlannerTM (CFP®)designation, the recognized standard of excellence for competent and ethical personal financial planning.

Tom is a member of the CFA Institute and the CFA North Carolina Society. He lives in Hickory, NC with his wife and two daughters.

SunTrust Private Wealth Management is part of SunTrust Bank, with a proud 120 - year heritage of commitment to helping our clients manage their wealth and achieve their goals. We are committed to meeting the needs of our clients - by building and continually strengthening long-term relationships and by offering you comprehensive wealth management capabilities to meet your sophisticated and often complex needs. As your needs evolve, your team of experts and solutions will too, in order to address new challenges and opportunities.

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