Thomas Financial Employee Directory

Financial ServicesFlorida, United States11-50 Employees

Thomas Financial is one of a select number of financial service firms chosen to be a member of M Financial Group, a network of more than 140 independent members, all dedicated to serving high net worth individuals and growth companies.

Our resources and knowledge allow us to create advantages unique in the financial world, while providing personal attention. As a member firm of M Financial Group, Thomas Financial delivers a significant added value gained from a dynamic business relationship that unites expertise, innovation and service with products designed to help meet the needs of the affluent and corporate markets.

Member Firms of M Financial Group represent some of the best and most successful professionals in the industry, maintaining an entrepreneurial spirit while remaining firmly rooted in their communities. When you enter into a relationship with Thomas Financial, you benefit from an advisor who is focused on you while drawing upon the resources of a national network.

Securities Offered through M Holdings Securities, Inc., a Registered Broker Dealer, Member FINRA/SIPC.  Thomas Financial is independently owned and operated.  Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. nor its Associated Persons/ Affiliates, and have not been reviewed by M Holding Securities as to accuracy or completeness.   This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. The testimonials/ recommendations used may not be representative of the experiences of other clients, and they are not indicative of future performance or success.

Find Thomas Financial employees' phone numbers or email addresses

Thomas Financial Global Highlights

Location
Employees

North America
47

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  • United States Of America
    47

Africa
1

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  • Benin
    1

Europe
1

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  • United Kingdom Of Great Britain And Northern Ireland
    1

Thomas Financial's Leadership

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    L. T. C.
    Chief Executive Officer
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    L. C.
    Chief Executive Officer
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    J. G.
    President, Employee Benefits
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    K. M.
    President - Corporate Retirement Plans
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    C. F.
    President, Wealth Management Division
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    D. T.
    President/ Cfp®/ Clu/ Chfc/ Financial /Retirement Advisor /Wealth Manager /Tax Planning Strategies
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    L. D.
    Principal And Chief Operating Officer
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    D. T.
    Managing Member And President
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Contact profiles from Thomas Financial

Name
Title
Contact Info
Location
Last Update
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    B. H.
    Vice President, Employee Benefits Division
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    United StatesFlorida
    Feb 26, 2024
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    M. S.
    Senior Vice President
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    United StatesRhode Island
    Oct 22, 2024
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    A. C.
    Director Of Case Design
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    United StatesFlorida
    Dec 10, 2025
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    D. D.
    Director Of Client Services
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    United StatesFlorida
    Dec 10, 2025
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    N. D.
    Underwriting Account Manager
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    United StatesFlorida
    Oct 21, 2024
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    J. S.
    Principal
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    United StatesFlorida
    Dec 10, 2025
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    L. T.
    Principal
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    Jun 23, 2025
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    K. M.
    Client Services Analyst
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    United StatesFlorida
    May 15, 2025
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    K. L.
    Financial Advisor, Cfp®
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    Dec 10, 2025
  • Stylized image of a person
    A. W.
    Licensed Insurance Agent - Employer Benefits
    Phone icon
    United StatesFlorida
    Dec 10, 2025

Frequently Asked Questions

What is Thomas Financial known for?

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Thomas Financial was founded in 1975 operates in the Financial Services industry. The company's main headquarters is located in 5550 West Executive Drive, Suite 500; you can contact the main corporate office by phone at . Explore Thomas Financial's company overview page for more information.

What is Thomas Financial's most common email format?

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Thomas Financial employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Thomas Financial email formats with LeadIQ.

How many employees does Thomas Financial have currently?

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Thomas Financial has approximately 29 employees as of December 2025. These team members are located across 3 continents, including North AmericaAfricaEurope.

Who are Thomas Financial's key employees and leadership?

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As of December 2025, Thomas Financial's key employees include:

  • Chief Executive Officer: L. T. C.
  • Chief Executive Officer: L. C.
  • President, Employee Benefits: J. G.
  • President - Corporate Retirement Plans: K. M.
  • President, Wealth Management Division: C. F.

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