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John Thomas, CFA®


John Thomas, CFA®

Chief Investment Officer, Wealth Manager

John Thomas is dedicated to developing and managing investment strategies across Global Wealth Management’s client portfolios. In this role, he is responsible for asset allocation, portfolio design and key investment decisions.

As an Investment Adviser Representative, John works directly with families to provide them with comprehensive wealth management and retirement planning services.

John is a regular guest on Fox Business News and TD Ameritrade Network. He has been seen and quoted in major publications, such as The Wall Street Journal and ETF Advisor, as a recognized professional in the financial services industry.

John attended the University of Florida, where he earned a Bachelor of Science degree in industrial and systems engineering.

John lives in Florida with his wife, Laura, and two young sons, Brody and Chase. In his free time, John is dedicated to coaching his sons’ intramural sports teams several times a week and throughout each season.