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Thomas Venzen, Financial Advisor

FINANCIAL ADVISOR
Thomas Venzen

975 N Main St, Mooresville, NC 28115opens in a new window
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Charitable Giving

About Thomas

I want to know what is important to you and work together to develop financial strategies personalized to you and your long-term financial aspirations in order to create a supportive and collaborative relationship through education.

Prior to joining Edward Jones, I served in the active-duty Army in Washington, D.C. and it is an honor to continue serving my country in the Army Reserves. This year will mark my 25th year of service.

I joined Edward Jones in 2013 and have built my practice on relationships with individuals, business owners, families, community organizations and other business professionals, all in an effort to help...

Work History

  • Edward JonesApril 2013 to Current

Education

  • Georgetown UniversityCertificate
  • Catholic University of AmericaDoctorate

Personal Interests

  • Art & Theater
  • Music
  • Personal Fitness
  • Running
  • Spending Time with Family

Team Members

  • Freda Snyder
    Sr. Branch Office Administrator
  • Christina Auman
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(704) 662-3818

Fax

(877) 215-1765

Office Address

975 N Main St
Mooresville, NC 28115opens in a new window

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