J.W. Thomas II - Ameriprise Financial Advisor

J.W. Thomas II - Ameriprise Financial Advisor Private Wealth Advisor at Ameriprise Financial Services, LLC J.W. First, I take the time to understand what’s truly important to you.

Thomas II, CRPC™, APMA™, AWMA™, AAMS™, CMFC™, CMFA®
Private Wealth Advisor at Ameriprise Financial Services, LLC

Ameriprise Financial is the #1 most trusted Wealth Manager
Our clients and their goals are at the center of all we do. We are proud to be part of Ameriprise Financial, the #1 most trusted Wealth Management company according to Investor’s Business Daily. As an Ameriprise financial advisor, I deliver personalized financial advice to help you achieve your goals, today and tomorrow. Together, we’ll document your goals, track your progress online and make ongoing recommendations to help you diversify your portfolio, and adjust to whatever life brings – both the expected and the unexpected. Areas of Focus:

Retirement Income Strategies
Investment Management
Sustainable and Responsible Investing
Wealth Preservation Strategies
Retirement Planning Strategies
Charitable Giving
Estate Planning Strategies

Working Together:

Meeting with an Ameriprise financial advisor is an important first step. It's an opportunity to get to know an advisor and share your goals and dreams. You're under no obligation; your initial meeting with an Ameriprise financial advisor will be relaxed and informal. Your meeting will include a review of your existing financial situation and potential opportunities, gaps or general strategies. While you won't receive a comprehensive review or financial planning services for which fees are charged, you should expect to get a sense of what it might be like to work together. Awards & Recognition:

FIVE STAR Wealth Manager*, Baltimore Magazine 2012-2024
Ameriprise Circle of Success, 2007-2008, 2023

Professional Associations:

Financial Planning Association
Investments and Wealth Institute
Million Dollar Round Table

Designations:
CRPC™ Chartered Retirement Planning Counselor™
APMA™ Accredited Portfolio Management Advisor™
AWMA™ Accredited Wealth Management Advisor™
AAMS™ Accredited Asset Management Specialist™
CMFC™ Chartered Mutual Fund Counselor™
CMFA® Certified Military Financial Advisor®

Private Wealth Advisors:

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience. Disclosure:

Please visit https://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media.

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Address

Annapolis, MD

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 2pm

Telephone

+14438371071

Website

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