Wesley J. Thomas
100 Corridor Road
Suite 101
Ponte Vedra, FL 32082
Wes Thomas is a dedicated wealth management professional with 10 years of experience in the financial services industry, having begun his career at Merrill Lynch Wealth Management before joining The Horizon Group and Pinnacle Asset Management. He serves as a vice president of Pinnacle Asset Management and offers securities as a financial advisor with Raymond James Financial Services, Inc., member FINRA/SIPC.
Thomas is a Certified Financial Planner (CFP®) who is passionate about empowering clients and businesses to meet their unique financial goals. He finds immense fulfillment in navigating the complexities of financial planning, crafting personalized strategies to help clients save for retirement, fund education, eliminate debt and construct retirement plans for their businesses. Thomas earned his bachelor’s degree in business marketing with a focus in international business at Florida State University in 2015.
Outside the office, Thomas enjoys traveling, snowboarding, and embracing the outdoors.
Check the background of these investment professionals on FINRA's Broker Check.
All investing involves risk. There is no assurance that any investment strategy will be successful. Diversification and asset allocation do not ensure a profit or protect against loss.
Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC, and are:
| Not FDIC insured | Not bank guaranteed | Subject to risk and may lose value |
| Not guaranteed by any government agency | Not a bank deposit | |
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as Pinnacle Asset Management and are not insured by any bank insurance, the FDIC or any other government agency, are not deposits or obligations of the Bank, are not guaranteed by the Bank and are subject to risks, including the possible loss of principal. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Pinnacle Bank, Pinnacle Financial Partners and Pinnacle Asset Management are not registered broker/dealers and are not independently registered as broker-dealers or investment advisers.
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Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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