Thurmond Wealth Management Group
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Experience

Makes all the difference

We are here to provide quality strategies customized to your needs–and to be your primary source of financial advice. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

Thomas Thurmond

Senior Vice President–Wealth Management

Tom began his career as a Financial Advisor in 1985. A former Civil Engineer, Tom is a thorough, prudent analyst and planner. He works with clients individually, designing investment strategies to meet their specific goals. Tom brings to his work a sound grasp of current market conditions and long-term trends. He is a reliable strategic thinker and an accomplished tactician. Using an abundance of spreadsheets and proprietary software, Tom stays on top of clients' long-term strategic plans, exercising tactical portfolio moves for shorter term adjustments.

Registered States:
  • AL
  • CA
  • CO
  • FL
  • GA
  • IA
  • IN
  • KY
  • LA
  • MN
  • MS
  • NV
  • TN
  • TX
  • VA
  • WA
  • WI

Thomas Thurmond

Credentials

  • Senior Portfolio Manager

Thomas Thurmond

909 Poydras Street,Suite 2900
Suite 2900
New Orleans, LA 70112

Email Me

Thomas Thurmond

Senior Vice President–Wealth Management

Tom began his career as a Financial Advisor in 1985. A former Civil Engineer, Tom is a thorough, prudent analyst and planner. He works with clients individually, designing investment strategies to meet their specific goals. Tom brings to his work a sound grasp of current market conditions and long-term trends. He is a reliable strategic thinker and an accomplished tactician. Using an abundance of spreadsheets and proprietary software, Tom stays on top of clients' long-term strategic plans, exercising tactical portfolio moves for shorter term adjustments.

Registered States:
  • AL
  • CA
  • CO
  • FL
  • GA
  • IA
  • IN
  • KY
  • LA
  • MN
  • MS
  • NV
  • TN
  • TX
  • VA
  • WA
  • WI

Credentials

  • Senior Portfolio Manager
909 Poydras Street,Suite 2900
Suite 2900
New Orleans, LA 70112

Email Me

thomas.thurmond@ubs.com
Thomas Thurmond
909 Poydras Street,Suite 2900,New Orleans,LA,70112

Colleen Kirkpatrick

Senior Client Associate

Colleen is a cum laude graduate of Louisiana Tech University with a Bachelor of Arts in Business Administration specializing in Finance. Working her way through college as a bank teller, she transitioned into the Advisory and Brokerage Services Industry in 1993 as a Sales Assistant. Colleen earned her Series 7 Registration in 1998. She has grown proficient at prioritizing specific client concerns while juggling any multitude of service issues. As our team's office manager, Colleen is an extremely well organized, detail oriented individual who builds and nurtures long term relationships.

Registered States:
  • LA

Colleen Kirkpatrick

Education

  • Louisiana Tech University, B.A. in Business Administration specializing in Finance

Colleen Kirkpatrick

909 Poydras Street
Suite 2900
New Orleans, LA 70112

Email Me

Colleen Kirkpatrick

Senior Client Associate

Colleen is a cum laude graduate of Louisiana Tech University with a Bachelor of Arts in Business Administration specializing in Finance. Working her way through college as a bank teller, she transitioned into the Advisory and Brokerage Services Industry in 1993 as a Sales Assistant. Colleen earned her Series 7 Registration in 1998. She has grown proficient at prioritizing specific client concerns while juggling any multitude of service issues. As our team's office manager, Colleen is an extremely well organized, detail oriented individual who builds and nurtures long term relationships.

Registered States:
  • LA

Education

  • Louisiana Tech University, B.A. in Business Administration specializing in Finance
909 Poydras Street
Suite 2900
New Orleans, LA 70112

Email Me

colleen.kirkpatrick@ubs.com
Colleen Kirkpatrick
909 Poydras Street,New Orleans,LA,70112

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