Advisor profile


My approach

J. W. Thomas II - My approach photo

What you can expect when you work with us

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.
When you work with me, you receive:

· 1:1 financial advice based on your goals and needs.

· Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.

· Regular meetings to review your goals, progress and investments.

· Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.

J. W. Thomas II - My approach photo

Areas of focus

  • Retirement Income Strategies
  • Investment Management
  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Sustainable and Responsible Investing
  • Charitable Giving
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • 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℠

Education

  • Business Administration - Finance, Towson University 1999

Interests

I was born and raised in Annapolis, Maryland. I now reside just outside of Annapolis with my wife and two children, who are the loves of my life.

When the weather is warm, you will find me on a golf course or fishing on the Chesapeake Bay. I'm a lifelong Baltimore Orioles fan. In the fall, you can find me at M&T Bank Stadium on gamedays cheering on the Baltimore Ravens.

Community participation

I am an alumnus of St. Mary's Schools (K-12) and parishioner of St. Mary's Church in Annapolis, MD.

I believe in giving back to the community and making a difference in peoples' lives. I support the following organizations:

  • St. Jude Children's Research Hospital
  • Maryland Food Bank
  • Wounded Warrior Project
  • The Fund for Johns Hopkins Medicine
  • Marine Toys for Tots
  • Feeding America

For our support of military veterans and their families, Ameriprise is honored to be recognized as a Yellow Ribbon Company* and a Military Friendly® Employer.
* As of Oct. 28, 2015, Beyond the Yellow Ribbon recognizes Ameriprise as a Yellow Ribbon Company.

Awards & recognition

  • Five Star Wealth Manager, 2012-2021
  • Ameriprise Circle of Success, 2008-2009

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.