Diane Thomas

Background

About Diane Thomas

As a Financial Advisor, I am privileged to work with individuals and families as they plan for various financial goals, as well as small business owners balancing their own personal and business needs. I believe it's important for me to understand what you're working toward to then determine the most appropriate financial strategy. I strive to provide sincere, personalized service in easy-to-understand terms, leading to financial confidence. I bring a background in both finance and research to my role, and combine it both with my own experience as a client and a passion to assist others. In 2019, I also received my AAMS™ designation, which is awarded by The College of Financial Planning to individuals who complete a professional education program, a final exam, and commit to both a code of ethics and continuing education. After moving regularly for much of my life, I have lived in Eustis for more than 15 years, and it feels good to be developing deep roots. I enjoy being able to serve my community both professionally and personally through volunteering with both my church and other civic and community organizations. My husband is a native of Central Florida, and we are pleased to be rearing our energetic daughter For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see