Nora M. Thomas
Financial Advisor

CONNECT

Address:

6000 Fairview Road, Suite 310
Charlotte, NC 28210

Phone:

(704) 553-7220 Ext. 127,Mobile: (704) 649-2115

Fax/Other:

(704) 553-7977

Videos

Experience the Waddell & Reed difference by clicking on one of the short video programs below. Here you will see first-hand why the Waddell & Reed approach to management, leadership, education and the world of investing is a preferred choice amongst investors.

The Retirement Income Factor

How much money will you bring to retirement?

American Tax Burden

Are you concerned about your tax situation?

What Is Investment Risk?

How different types of risks can adversely affect your investments

Do You Know Who Your Beneficiaries Are?

Valuable assets will convey directly to beneficiaries, regardless of instructions in a will.

Protecting Your Dependents with Life Insurance

Term or whole life? Just be sure you have adequate coverage.

The Value of a Bond

How interest rate changes influence bond prices.

What Would Happen to Your Estate?

Estate planning documents can help you manage your estate.

What Is An Annuity?

Immediate or deferred annuity: there's no right answer.

Bringing Up Baby

The cost to raise a child from cradle to college.