Thomas M. Wagner, Jr. CFP<sup>&reg;</sup> - Financial Advisor

Thomas M. Wagner, Jr. CFP®

Advisor

The Welch Group, LLC

3940 Montclair Rd, 5th Flr
Birmingham, AL 35213
FINANCIAL ADVISOR'S WEBSITE
(205) 879-5001 CONNECT WITH Thomas
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General

Thomas Wagner is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at The Welch Group, LLC in Birmingham, AL and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, Charitable & Planned Giving, Asset Allocation, Estate Planning, Retirement, Long-term Care

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