Todd M. Thomas
Wealth Manager at Lawless, Edwards And Warren - Wealth Management
Based in Boca Raton, United States
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Seniority
Manager
Department
Finance & Accounting
Location
Boca Raton
Industry
Financial Services
Company size
14
Contact information
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t•••••••@lawlessedwardswarren.com
Phone
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Background
About Todd M. Thomas
When people ask me what I do, I respond with a simple equation: WM=IC+AP+RM. Wealth management equals investment consulting plus advanced planning plus relationship management. My goal is to help my clients by bringing these pieces together as their personal CFO. I also have a strong understanding of important areas such as taxes, retirement planning including retirement plans, estate planning, insurance, and accumulation planning. At Lawless, Edwards, & Warren - Wealth Management our goal is to become our clients’ “Chief Financial Officer” and provide comprehensive and creative wealth management strategies We bring a unique holistic approach which incorporates investment consulting, asset protection, estate planning, business planning, and charitable planning to address all of our clients' financial concerns. When I'm not working with my clients, I love to spend time with my three kids, fishing, and boating.
Decision-makers
Other people at Lawless, Edwards And Warren - Wealth Management
- RMDirector
Ryan Malfitano
Director of Wealth Management · Finance & Accounting
- CWC-Team
Chris Warren
Partner · General Business & Management
- AGManager
Amber Garuckas
Client Relationship Manager, Investments · Customer/Client Service
- TDDirector
Teresa Diprima
Director of First Impressions · Operations
- PMC-Team
Paul M. Lawless
Partner · General Business & Management
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