Thomas is a Private Advisor, Vice President at Rockefeller Capital Management. Prior to joining Rockefeller, Thomas was a Financial Advisor with Merrill Lynch Wealth Management since 2014. Thomas performs sophisticated modeling of financial strategies and constructs customized investment portfolios to align with clients’ risk tolerances and time horizons. Thomas also researches the specific investments utilized in those portfolios and tracks the implementation process for any changes.
Thomas has dedicated himself to thoroughly understanding the priorities of affluent individuals and families, providing them with personalized attention and customized investment strategies to help them pursue their short- and long-term financial goals.
Thomas earned a B.A. in Business Administration from Lynn University in 2012 as well as an M.B.A. in Finance in 2014. He is originally from Bay City, Michigan; but, has called Delray Beach home since 2008.