Wesley Thomas

Wesley J. Thomas, CFP®
Financial Consultant Truist Investment Services, Inc.
The Horizon Group of Truist Investment Services, Inc.

13728 Beach Blvd

Jacksonville, FL 32224-1208

About me

Background

Wes Thomas started his career in the financial services industry in 2016 with Merrill Lynch Wealth Management. He has obtained the series 7, 63, 66 registrations and state life and health insurance license, as well as the CERTIFIED FINANCIAL PLANNERTM certification. Wes joined Truist Investment Services, Inc. (formerly BB&T Scott & Stringfellow) in 2018.

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

Education

Bachelor of Science – Marketing
Florida State University 2011 2015

Personal Interests

Wes earned his B.S in Marketing with a focus in International Business while studying in Spain his senior year. Outside the office he enjoys traveling, snowboarding and spending time outdoors.

Specialties

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

  • 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

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

  • 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

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