Thomas Moonan
Thomas Moonan is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Roswell, GA, with 28 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1875 Old Alabama Road, Suite 730, Roswell, GA, 30076
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Thomas is an owner of Moonan Wealth Management since 2017. He dedicates about a quarter to about half of his time to this business.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations39 states
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