De Thomas Wealth Management
You will quickly find we are a totally different type of investment firm than any other you have encountered. How many other investment firms have told you."that you are in a life and death struggle with the investment industry. The investment industry is built on people trading and the more they trade the better it is for them (not you)." We wholeheartedly agree with noted financial author-turned-investment advisor Dr. William Bernstein who puts it this way -"investment brokers service their clients the way Bonnie and Clyde serviced banks." Why are we different? Since you have taken the time to visit our website, do not waste it. We have put information on our site designed to make you, the reader, a more educated investor. We believe that better education and knowledge will make you a more powerful investor.
7-day free trial · no credit card
Verified contacts
22
available on Kipplo
LinkedIn employees
29
11 to 50 range
Open roles
—
no listings
Distinct roles
18
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
Sign up free to see all 22 verified contacts at De Thomas Wealth Management
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
22 contacts with verified email or phone · masked until revealed.
- JV
Jamie Vermeeren
Head of Acquisition · Sales & Business Development
EmailPhone - CS
Chris Sabey
Wealth Manager · Finance & Accounting
EmailPhone - JD
Jason de Thomasis
Certified Financial Planner · Finance & Accounting
EmailPhone - RD
Renata de Thomasis
Executive Assistant to Chief Financial Officer · General Business & Management
EmailPhone
Showing 4 of 22 verified contacts
Top roles at De Thomas Wealth Management
18 distinct titles indexed · top 10 shown.
- 4certified financial planner
- 2financial advisor
- 1admin
- 1branch manager
- 1compliance manager
- 1executive assistant to chief financial officer
- 1financial operations
- 1head of acquisition
- 1insurance agent
- 1investment advisor
- +8more titles
Sign up to unlock all 22 contacts at De Thomas Wealth Management
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 22 verified contacts at De Thomas Wealth Management
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.