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Thomas Pratt

Wealth Advisor

Collaborative Wealth

United States, Florida, St Cloud

About Me

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

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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

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