Thomas Advisory Services, Inc.Winter Haven, Florida, US
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Business details
Financial Advising
141 W Central Ave Suite 3 Winter Haven , Florida, 33880
(863) 207-0883
No Social Accounts Added
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pr.businessAlternative Phone:(863) 332-0588
Fax Number:N/A
Contact Us N/A
Accepts Reservations no
Number of EmployeesN/A
Features
- financial ad financial advisor financial planning financial management personal financial Consulting
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About Us
ALLEN THOMAS
FINANCIAL ADVISOR
Since 1992, Allen Thomas has strived for excellence when providing clients with custom-tailored wealth management solutions. Allen is known for his strategies focused on retirement income plans for individuals, estate and inheritance preservation planning, and small- to medium-sized company retirement plans.
A native of Florida, Allen attended the Jones College of Automation in Jacksonville and worked for several Fortune 500 companies, including Unisys Corp. and Johnson Controls, in systems engineering and project management roles. Allen’s financial services career began with Prudential Financial Services and has included management roles with several prominent firms, including Investors Capital and Brookstone Securities.
Allen and his wife, Kathy, an RN, reside in Winter Haven, Florida and are actively involved in their church and several local charities.
Allen’s achievements and affiliations include:
FINRA Series 66 registration (Investment Advisor Representative)
Life, Health, Property/Casualty Insurance, and Variable Annuities Licenses
Member Polk County Republican Executive & Finance Committees
Member Polk County “CERT” Community Emergency Response Team
Member Zephyrhills Chamber of Commerce
Forbes BrandVoice Contributor
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