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Tom Teal

Financial Advisor

Centerline Wealth Advisors

United States, Kentucky, Louisville

About Me

After graduating from Virginia Tech with a degree in Electrical Engineering, Tom spent his early career in technical product management, business development, and managing lines of business. While this provided an excellent opportunity to use his problem-solving skills and strategic focus it lacked personal impact. This led him to make a career change to financial services and to become a CERTIFIED FINANCIAL PLANNER™ to help individuals lead better financial lives. An advantage to becoming a CFP® later in his career is that Tom and his wife have sat in the client seat of other advisors. This provided a unique perspective that helps him empathize with client needs, challenges and goals. It

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Profile Information

Financial Advisor

Centerline Wealth Advisors

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Louisville

Kentucky

United States

Jan 14, 2025

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