Christopher Thomas

Christopher E. Thomas, CFP®, CRPC®
Managing Director Financial Advisor Private Client Group 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 Managing Director and Financial Advisor with The Mainsail Group of Truist Investment Services, Inc. He offers clients more than 30 years of financial services, retirement planning, and investment management experience. He specializes in complex and comprehensive investment planning for a select group of affluent individuals, families, and business owners. Chris earned his CERTIFIED FINANCIAL PLANNER® designation in 2004. As a CFP®,  he has completed extensive training and experience requirements and is held to rigorous ethical standards. Chris is dedicated to helping a select group of individuals, their families, and their businesses build, manage, protect, and transition their wealth. He understands the complexities of the changing financial climate as it relates to investments; liability management and risk management (through insurance and other asset protection strategies).

Chris is a graduate of Virginia Tech and received a Bachelor of science degree in Finance. Chris is an ardent believer in advanced training and on-going professional development. He is also a Chartered Retirement Planning Counselors. Chris may be old-fashioned, but his client relationships are centered on listening to his clients - understanding their current situation, their past experiences and their goals and objectives. Then he goes to work studying, testing, analyzing and modeling solutions and strategies to help them build, manage, protect and transition their wealth. He renders his judgment with skill, care and caution. He believes his advice is objective, unbiased, and cost- balanced.

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

Personal Interests

Chris and his wife, Julie, are truly blessed with four children: Jackson, Caden and twins, Tatum and Tinsley. Community service is also important to Chris; he has volunteered his time and service to many non-profit boards and civic organizations over the years.

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

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Top-notch service delivery and support for the private banking needs of business-owners

Locations

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