I am a full-service financial advisor who works with small business owners, medical professionals, municipal professionals, and veterans in the Lake Nona and St. Cloud area on how to attain financial freedom and manage wealth through a trusted wealth management process. I have an MBA in Finance & Entrepreneurship from Rollins Crummer Graduate School of Business. I joined Collaborative Wealth Lake Nona in 2017. I specialize in group business benefits, small business goal strategies, and implementation. I believe passionately in everyday progress that leads to a desired outcome. Along with my team of dedicated professionals we are committed to serving those that serve others. In my pers

Thomas Pratt
Wealth Advisor
Collaborative Wealth
United States, Florida, St Cloud
About Me
Profile Information
Wealth Advisor
Collaborative Wealth
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
St Cloud
Florida
United States
Aug 5, 2024
Work Experience
Collaborative Wealth
Wealth Advisor Mar 2017 - Present
Email: thomaspratt@collaborativewealth.com
More profiles to browse
SS
Sandra Stickney
Chief Compliance Officer
CJ
Chad Justice
Chief Executive Officer, President, Principal
BT
Brenton Thai
Wealth Advisor
KB
Kenneth Buccelli
Wealth Advisor
You Might Like
RD
Russ Degitz
Principal
Huntington University
DH
Dennis Hanson
Principal
Jamison Hanson
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
PG
Patricia Gee
Operations
Manhattan Family Office