BIOGRAPHY
Tom Awadalla is a seasoned financial advisor based in Cincinnati, Ohio, with a career in financial services that spans nearly two decades. He has built a successful practice focused on financial planning and wealth management, helping individuals and families achieve their financial goals through tailored strategies and expert advice. Tom’s expertise covers a wide range of financial services, including investment management, retirement planning, tax optimization, and estate planning. His approach is grounded in understanding his clients’ unique needs, and he works closely with them to develop long-term financial plans that provide security and peace of mind.
Tom began his career in financial services in 2006 as an investment associate at Merrill Lynch. This early experience gave him a solid foundation in the intricacies of investment management and client relations. Over the next several years, he advanced in the industry, gaining experience as a financial advisor at Morgan Stanley and later as an account vice president at UBS Financial Services, where he has worked since 2011. In these roles, Tom has built a reputation for his dedication to his clients, his deep knowledge of financial markets, and his ability to create customized wealth management strategies that align with his clients’ goals.
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Showcases qualifications, expertise, credibility, career path, and skills.
Education
Showcases qualifications, expertise, credibility, career path, and skills.