TJ (Tuan) Le, Vice President, Senior Wealth Advisor
7, 24, 63, 65
Located at Trumark Credit Union
TJ is a Vice President for Trumark Wealth Advisors and Senior Wealth Advisor.
TJ focuses on developing, implementing, and monitoring financial strategies. Through a strategies-based approach, TJ provides customized strategies designed to address the needs of Trumark Credit Union members.
TJ provides a comprehensive view of financial areas such as retirement planning, estate preservation, education planning, wealth transfers, 401(k)s and financial planning.
TJ joined Trumark Wealth Advisors in May 2013 and has over 26 years of experience in the financial services industry. He earned a bachelor’s degree in economics from Pennsylvania State University. He holds a Series 7 General Securities registration, Series 65 and 63 registrations, Series 24 General Securities Principal registration through LPL Financial. TJ also has a Life, Accident, and Health Insurance License. TJ is Securities licensed in DE, FL, GA, MA, ME, NC, NJ, NY, PA and SC.
TJ lives locally and enjoys spending time with his family, friends and occasionally fishing.