As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together to preserve and grow wealth, you’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
- Portfolio Management Institute
Member - United States Professional Tennis Association
New York, NY - Local Community Volunteer Tennis Coach
- Asset Management
- Lending Services
- Philanthropic Services
- Trust Services and Accounting
- Estate Planning
- Private Banking
- Wealth Management
- Long Term Care Insurance
- Professional Portfolio Management
- Life Insurance
- MA - Masters of Science, 1988
University of Tennessee
Knoxville, TN - BA - Bachelor of Arts, 1985
Whitman College
Walla Walla, WA - Certified Portfolio Manager
- Series 7 - General Securities License
- Series 31 - National Commodity Futures
- Series 63 - Uniform State Exam
- Series 65 - Investment Advisory Agent
- Variable Annuities
- Long Term Health Care
- Life/Health/Disability Insurance
- Executives Club - Merrill Lynch, 2000
- Winners Circle - Merrill Lynch, 2000
- United States Professional Tennis Association - Coach of the Year 2003
- Vice President, Morgan Stanley Smith Barney
- 2001
- Present: Morgan Stanley Smith Barney
Financial Planning Specialist
Portfolio Manager / Financial Advisor
Kennewick, WA
Certified Portfolio Manager
- 1997
- 2001: Merrill Lynch
Financial Advisor
Richland, WA
Are you being offered an early retirement package? Visit our Products and Services Brochures link for the IRA Rollover Guide to Lump Sum Distributions.
If you would like a complimentary portfolio review or you're in need of a comprehensive financial plan, please call or send an email.
You've worked hard to build your retirement assets. Isn't it time they were professionally managed? Call or email me for more information about our Portfolio Management Program.
Timothy A. Thomas is licensed in the following state(s):
AZ, CA, FL, GA, ID, IL, MA, MO, MT, NH, NM, NV, OH, OR, SC, TX, UT, WA, WI, WV, WY
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