Bryan Thomas

Bryan Thomas Email and Phone Number

Licesned Real Estate Agent @ Century 21 Homestar
Cleveland, Ohio
Bryan Thomas's Location
Mentor, Ohio, United States, United States
About Bryan Thomas

About Bryan ThomasBryan Thomas has dedicated his entire post-college career to the financial services industry. Before joining Lighthouse Advisers in 2016, he served as a Senior Financial Consultant for Huntington National Bank where he specialized in individual financial planning as well as training licensed bankers on investment solutions. Prior to that, Bryan spent several years leading a successful team of bankers as a Licensed Branch Manager for a large Midwest bank. In his role as a Financial Adviser with Lighthouse, Bryan takes personal responsibility for the trust his clients instill in him and seeks to provide them with comprehensive strategies for their specific financial goals. With a talent for breaking down complex financial strategies in a way that is easy for clients to comprehend, Bryan’s experience includes retirement planning, college savings investing, succession planning, life insurance, legacy planning, and group retirement plans. Bryan graduated from Kent State University with a Bachelor’s Degree in Psychology. He enjoys working on behalf of Lighthouse Advisers to aid the many local charities the firm supports. A Lake County resident for most of his life, Bryan currently resides with his wife and four children in Painesville Township, Ohio.Securities offered through LPL Financial, Member FINRA/SIPC. Advisory services offered through Lighthouse Advisers- a Registered Investment Adviser and separate entity from LPL Financial. For access to FINRA and SIPC please see the "Contact Info" section above.Third Party posts found on this profile do not reflect the views of LPL Financial or Lighthouse Advisers and have not been reviewed as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Bryan Thomas's Current Company Details
Century 21 Homestar

Century 21 Homestar

View
Licesned Real Estate Agent
Cleveland, Ohio
Employees:
139
Bryan Thomas Work Experience Details
  • Century 21 Homestar
    Licesned Real Estate Agent
    Century 21 Homestar
    Mentor, Oh, Us
  • Lighthouse Advisers
    Financial Advisor
    Lighthouse Advisers Nov 2016 - Present
    Mentor, Ohio
    Experienced Investment Professional committed to my clients and their financial Goals. With in-depth understanding of investment strategiess, I am able to provide a variety of opportunities for my clients to work to work towards success in this complex and continuously changing investment environment. Building, managing and adjusting portfolios based on clients goals, objectives and risk tolerance.
  • Century 21 Homestar
    Licesned Real Estate Agent
    Century 21 Homestar Feb 2007 - Present
    Mentor, Ohio
    Full Service Real Estate Agent for Residential buying and selling. Proud to be your Real Estate professional. Happy to make your buying and selling experience seamless. Competing for your trust, and always having your best interest as my number one priority.
  • Huntington National Bank
    Senior Financial Consultant
    Huntington National Bank Nov 2012 - Nov 2016
    Mentor, Oh
    Senior Financial Consultant for 7 branches in the Lake County area. Created customized unique investment strategies for bank clients. Needs based planning and Financial goal reaching analysis. Retirement planning, college savings planning, legacy planning, life insurance planning and financial advice. Built close relationships with each office, coaching and training Licensed bankers on investment products, uncovering needs, profiling and building financial plans and investment portfolios.… Show more Senior Financial Consultant for 7 branches in the Lake County area. Created customized unique investment strategies for bank clients. Needs based planning and Financial goal reaching analysis. Retirement planning, college savings planning, legacy planning, life insurance planning and financial advice. Built close relationships with each office, coaching and training Licensed bankers on investment products, uncovering needs, profiling and building financial plans and investment portfolios. Planned, managed and achieved investment goals for each office. Show less
  • Keybank
    Licensed Branch Manager
    Keybank Sep 2008 - Nov 2012
    Mayfield, Oh
    Managed a "super Center" branch office with a larger deposit base and goal set. Networking within the community building relationships and offering solutions around business banking, investments planning and personal banking. Managed a large office, distributing goals, coaching and training staff on sales process, creating action plans, monitored activities and holding staff accountable to multiple goal sets. Achieved number one licensed banker for annual investment revenue in the entire… Show more Managed a "super Center" branch office with a larger deposit base and goal set. Networking within the community building relationships and offering solutions around business banking, investments planning and personal banking. Managed a large office, distributing goals, coaching and training staff on sales process, creating action plans, monitored activities and holding staff accountable to multiple goal sets. Achieved number one licensed banker for annual investment revenue in the entire corporation. Recognized multiple occasions for branch success/rewards on several parameters. Show less
  • National City Bank
    Licensed Financial Consultant/ Management Training Program Graduate
    National City Bank Jun 2006 - Sep 2008
    Mentor, Oh
    Graduated the Retail Development Management Training Program. Rotational program learning and understanding each position within the Retail Bank. Lead and implemented group initiatives for the community as well as for revenue growth. Recognized for exceeding goal achievement and high ranking amongst peers. Developed specific management and sales skills working with high performing managers and individuals. Was recommended for Licensed Financial Consultant role and obtained investment… Show more Graduated the Retail Development Management Training Program. Rotational program learning and understanding each position within the Retail Bank. Lead and implemented group initiatives for the community as well as for revenue growth. Recognized for exceeding goal achievement and high ranking amongst peers. Developed specific management and sales skills working with high performing managers and individuals. Was recommended for Licensed Financial Consultant role and obtained investment license. Show less

Bryan Thomas Skills

Investment Strategies Investment Advisory Strategic Planning College Savings Plans Leadership Legacy Planning Real Estate Residential Homes Sales Marketing Customer Service Microsoft Office Management Microsoft Excel

Bryan Thomas Education Details

Frequently Asked Questions about Bryan Thomas

What company does Bryan Thomas work for?

Bryan Thomas works for Century 21 Homestar

What is Bryan Thomas's role at the current company?

Bryan Thomas's current role is Licesned Real Estate Agent.

What schools did Bryan Thomas attend?

Bryan Thomas attended Kent State University, Walsh University, Mentor High School.

What skills is Bryan Thomas known for?

Bryan Thomas has skills like Investment Strategies, Investment Advisory, Strategic Planning, College Savings Plans, Leadership, Legacy Planning, Real Estate, Residential Homes, Sales, Marketing, Customer Service, Microsoft Office.

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