Thomas Block, AAMS AWMA CRPC*
Thomas Block grew up in Northern Virginia and graduated from George Mason University with a BA in Communication. Not long after leaving GMU, he began his career in the financial services world accepting a job offer with American Express Financial Advisors (now Ameriprise) in late 2002 and began working with clients in April 2003. With his Series 7 and 66 in hand, he spent a decade building his book of business and learning about insurance and investment management. After that, he went to Mass Mutual to become the agency’s Investment Director and earned his Series 24 in the process. A opportunity in Richmond, VA brought his family to Central VA where he continued running his practice with a OneAmerica agency. In June 2018, he decided to “retire” from being in personal production and work towards compliance and practice management. Prior to coming over to Duncan Advisor Resources, he was the Financial Planning Services Department Director for Northwestern Mutual’s Virginia Agency where he got the most experience in compliance and risk management.
Thomas lives in Midlothian, VA with his wife Beth and his two children Grayson and Charlotte. He is a big advocate for childhood cancer research funding and helping out families who are dealing with this awful disease.