Nora M. Thomas is a Financial Advisor with Waddell & Reed. Nora has over 23 years of experience in the financial services industry. Nora works with individuals, families, and business owners to create personalized financial strategies.
Nora has experience working with personal investments, institutional investments, mutual funds, separately managed accounts, college savings (529 plans, UTMA, etc.), annuities, financial planning, and more.
Prior to joining Waddell & Reed, Nora was Vice President and Product Manager of separately managed accounts in the Product Management Group for Wells Fargo (Evergreen Investments). Her responsibilities were to manage the separately managed accounts business line for Evergreen. The position required detailed attribution analysis of investment products, which included asset allocation models with risk / return analysis. Additionally, Nora was the product liaison for business partners and senior management.
Prior to joining Evergreen Investments, Nora was Assistant Vice President and Senior Product Analyst in the Product Management Group for Merrill Lynch / Bank of America (Banc of America Capital Management). Nora developed and executed competitive analysis and was the product liaison for the management of performance analysis tools and software databases.
Nora graduated from University of North Carolina at Charlotte with a Bachelor of Arts in Economics, emphasis in Business Administration.
Nora maintains a Series 7 and Series 66 securities registrations, as well as North Carolina and Virginia Life, Annuity, and Health Insurance license.*
Nora lives in Charlotte, NC with her husband, Gregg, and their son, Christopher. They are active in their church community.
Nora can be reached at 704-649-2115 or [email protected] to assist you in your financial goals. Nora’s website is www.norathomas.wrfa.com
Waddell & Reed is not affiliated with any other entities referenced herein. 10/18