Thomas Grimm, AAMS® in

Thomas Grimm, AAMS®

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President & Founder of Admiralty Wealth Management at Admiralty Wealth Management
📍 Charlotte, North Carolina, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

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Experience
7 Years
Current Role
President & Founder of Admiralty Wealth Management
Job Level
Leadership
Location
Charlotte, North Carolina, United States
Personality Overview

How Thomas shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Thomas cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

5-2016
President & Founder of Admiralty Wealth Management
Admiralty Wealth Management
5-2013
Toastmaster of Waxhaw Club President/ Volunteer
Toastmasters International
2-2018 - 9-2020
Sr. Investment Advisor Representative
Millennial Advisers, LLC.
9-2013 - 2-2018
Sr. Investment Advisor Representative
Laidlaw Asset Management LLC
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1995 - 2003
United States Marines Corps Active/Reserve
United States Marines Corps Active/Reserve
2018
AAMS® Accredited Asset Management Specialist℠
College for Financial Planning
1993 - 1995
Small Business Administration/Management
Suffolk County Community College
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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