Anthony M. Thomas

Vice President, Wealth Advisor
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Areas of Expertise

Tax Strategies
Asset Allocation
Retirement Planning
Tuition Planning
Life Insurance

Qualifications & Experience

  • Series 7, 66
  • Insurance Licensed
  • BS, Embry-Riddle Aeronautical University
San Diego, CA

Media

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Words to Live By

What you do has far greater impact than what you say.
Stephen Covey

Client Experience Professionals

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Team Members

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About

Anthony has over five years of experience advising clients – approaching each partnership from a holistic perspective. 

Anthony’s passion for finance stems from a desire to alleviate financial struggles. He has enjoyed helping small business owners, public school employees, and military families navigate their unique financial situations and make significant strides towards their retirement goals.

A native of Huntingtown, MD, Anthony pursued his education at ERAU in Daytona Beach and spent four years teaching English in South Korea. When he is not working with clients, he enjoys going to the gym and relaxing at home.