Thom Warren

Thom Warren, PPM
Director Financial Advisor Investment Services Group Truist Investment Services, Inc.
Lakin & Warren Financial Group of Truist Investment Services, Inc.

115 North Cameron Street

Winchester, VA 22601-4729

Thom.Warren@Truist.com

Phone 540-665-2443

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About me

Background

Thom is a seasoned financial advisor with over 15 years of experience helping individuals and businesses achieve their financial goals. Specializing in comprehensive financial planning, investment management, and retirement strategies, he has built a reputation for providing tailored solutions that align with clients' unique needs and long-term aspirations.

Recently, Thom has earned the Preferred Portfolio Management Certification (PPM), further enhancing experience in advanced investment strategies and portfolio optimization. This certification reflects a commitment to staying at the forefront of industry trends and delivering solutions to clients.

Known for a client-first approach, Thom is dedicated to building lasting relationships based on transparency, and informed decision-making. Whether navigating complex markets or planning for future milestones, he provides clients with the knowledge and tools to make confident financial decisions.

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor of Business Administration
Virginia Intermont College 1992

Personal Interests

Outside of work, Thom has been happily married for 30 years to his wife Misty and have two children. Living on a homestead in West Virginia, he finds peace and fulfillment in gardening and cultivating a self-sustaining lifestyle. He is also an avid Washington Nationals fan. 

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

Locations

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