Global Wealth Management
John Thomas, CFA, has extensive experience in the financial services industry, currently serving as Chief Investment Officer at Global Wealth Management since August 2014. Prior to this role, John held the position of Vice President of Client Services/Financial Advisor at the same firm. John's career also includes over six years as a Financial Advisor at Raymond James Financial Services, Inc., and earlier experience at Costa Financial. John Thomas holds a Bachelor of Science degree in Industrial & Systems Engineering from the University of Florida, completed between 1998 and 2002.
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Global Wealth Management
Does Your Big-Name Investment Firm Know Yours? It’s Time To Get Personal. Call 954-533-7144 to schedule your complimentary, no-obligation meeting today. At Global Wealth Management, our clients are our only priority. As an independent investment management firm without shareholders, the investments we recommend are never chosen by a company mandate to push proprietary financial products. Our advice is customized to meet the dynamic needs of our clients. Together, we develop a financial plan that takes into account your current situation and goals. We take a proactive approach to plan administration by continuously monitoring and updating to reflect changes in the market. We get to know each client, and their family, and are always available to discuss questions or concerns that may arise. Global Wealth Management provides industry experience in: -- Private Asset Management -- Retirement Income Planning -- Portfolio Management -- Asset Protection -- Income Tax Minimization -- Risk Management Securities can only be solicited in the states where a financial professional is licensed and registered to do business in. Please inquire as to which states the financial professional is licensed and registered in before engaging in a business relationship. Advisory services offered only by duly registered individuals through Global Wealth Management Investment Advisory (GWM), a Registered Investment Adviser. Registration as an investment adviser does not imply a certain level of skill or training. Insurance services offered separately through Global Wealth Retirement Planning, LLC. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.