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John Thomas, CFA®

john-thomas

John Thomas, CFA®

Chief Investment Officer, Wealth Manager

John Thomas serves as Chief Investment Officer at Global Wealth Management, where he leads the firm’s investment strategy, portfolio construction, and market research efforts. With more than two decades of experience advising clients and managing investment programs, John brings a disciplined, analytical, and client-centered approach to overseeing the firm’s asset allocation and long-term investment philosophy.

Prior to joining Global Wealth Management, John worked as a Financial Advisor at Costa Financial and Raymond James Financial Services, where he built a strong foundation in retirement planning, wealth management, and risk-based portfolio design. John joined Global Wealth Management in 2014 and progressed through roles including Vice President of Client Services and Financial Advisor before attaining his current position as Chief Investment Officer in 2018.

John is a Chartered Financial Analyst (CFA) and holds a Bachelor of Science in Industrial and Systems Engineering from the University of Florida. Recognized for his experience, John has made guest appearances on Fox Business News and the Schwab Network, and his market commentary has been featured in leading publications including The Wall Street Journal and ETF Advisor.