Mobile Phone: (704) 649-2115
Nora M. Thomas is a Financial Advisor with Waddell & Reed. Nora has over 25 years of experience in the financial services industry. She became registered to offer securities in 2001. Nora works with individuals, families, and business owners to create a personalized financial strategy. Nora is committed to educating and helping her clients pursue their financial goals.
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 for Wells Fargo (Evergreen Investments). Her responsibilities were to manage the separately managed accounts business line for Evergreen Investments. 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 for Bank of America / Merrill Lynch (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. Nora is registered in the following states: North Carolina, South Carolina, Virginia, Pennsylvania, New York, Maryland, Delaware, Ohio, Florida, West Virginia, Oregon, Georgia and Hawaii. Nora also maintains North Carolina and Virginia Life, Annuity, and Health Insurance licenses.
Nora lives in Charlotte, NC with her husband, Gregg, and their son, Christopher. They are active in their church community. Nora leads classes and Gregg is on the worship team.