Jeffery Thomas

Background

About Jeffery Thomas

Jeff Thomas is a Financial Advisor and an Accredited Asset Management Specialist, a designation from the College for Financial Planning. He has 24 years industry experience developing advisory relationships with individuals and institutions. For individuals, Jeff provides integrated wealth management strategies to select clients. The relationship begins with understanding his client’s vision then helping them implement strategies concerning investments, liabilities, risks, estate planning, charitable giving and family wealth issues. These strategies are monitored through an ongoing review process. For institutions Jeff advises on deferred compensation, evaluation of existing retirement plans, oversees the RFP process for retirement plan searches, implement and monitor retirement plans for government entities, 501(c)3 organizations, corporations and closely held businesses. Ongoing services include review of the plans and comparison with like plans in the marketplace, participant education and plan updates to meet changing regulations. Specialties: Wealth management strategies. Business and government retirement plan consulting and advisory.