Christopher Thomas

Christopher E. Thomas, CFP®, CRPC®
Managing Director Financial Advisor Truist Investment Services, Inc.
The Mainsail Group of Truist Investment Services, Inc.

10 Franklin Rd SE

2nd Floor,

Roanoke, VA 24011-0008

chris.e.thomas@truist.com

Phone 540-510-3250

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About me

Background

Christopher E. Thomas is a Financial Advisor with Truist Investment Services, Inc. He offers clients more than 30 years of financial services, retirement planning, and investment management experience. Chris works to develop an overall strategy tailored to the client's needs and vision of their future. He specializes in complex and comprehensive investment planning for high net worth individuals, families, business owners, and non-profit organizations. Chris earned his CERTIFIED FINANCIAL PLANNER™ designation in 2004. As a CFP®, Chris has completed extensive training and is held to industry standards.

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor of Science
Virginia Tech 1991

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

Locations

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