J.W. Thomas II, Private Wealth Advisor serving the Annapolis, MD area - Ameriprise Advisors

J.W. Thomas II

CRPC, AAMS, CMFC, AWMA℠, APMA, CMFA®

Private Wealth Advisor
Certified Military Financial Advisor®
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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Weather uncertainty with personalized advice

Personalized financial advice helps build my clients’ portfolios as well as their confidence. The plan we create is for the long term, so you can feel more confident even when the markets feel uncertain. Schedule a complimentary initial consultation to talk about your financial goals.

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Leaving a legacy

Estate planning and passing wealth to the next generation can be a rewarding, yet complex issue for everyone concerned. We can work alongside your attorney and CPA to guide you — and your family — through the process. We help you answer questions such as how to preserve your wealth, potential tax implications, how to equitably divide your assets among loved ones and more. Together, we can help you plan and prepare your legacy wishes to help bring you clarity and peace of mind.

My videos

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The Ameriprise difference

Advice based on your goals, and no one else’s
I’m proud of what I do, and all that my clients have accomplished. If you know someone who could benefit from personalized advice to reach their goals, I’d like to help.

Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

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Financial advice I can count on

Everyone has opinions about the current economy. Staying on track in uncertain markets is easier with personal financial advice from an Ameriprise advisor who knows you and your goals. See how personal financial advice can help you stay on track at: www.ameriprise.com/experience/talk. (0:30)