Charlie Thomas, CFP®, MBA

Lead Advisor

As a Lead Advisor, Charlie supports our Senior Advisors in providing comprehensive financial planning and investment management. He relishes his role in helping clients achieve goals such as a comfortable retirement and financial freedom.

While Charlie was growing up, he saw firsthand the need for solid retirement planning at the assisted-living facility that his parents owned. Entering college, he knew he wanted to work in finance, but it was an internship that prompted him into a career as a fiduciary financial advisor.

To that end, he attained the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification in 2024.

Fun Facts

Charlie played collegiate basketball for Southern Arkansas University.
He is a recent transplant to Florida and lives in Ft. Lauderdale.
Charlie is 6 feet 9 inches tall and wears a size 19 shoe.
He counts Switzerland, with its mountains, views, waterfalls, and lakes, as one of the most beautiful places in the world.
In addition to basketball, he loves baseball, CrossFit, yoga, fishing—basically, anything to do with physical activity or the outdoors.

Education, Certifications, and Memberships

CERTIFIED FINANCIAL PLANNER™, CFP Board
Master of Business Administration, Southern Arkansas University
Bachelor of Business Administration, Financial Analysis, Southern Arkansas University