.J Thomas Knight, Cfp®, Cpa

.J Thomas Knight, Cfp®, Cpa Email and Phone Number

Vienna, VA, US
.J Thomas Knight, Cfp®, Cpa's Location
Vienna, Virginia, United States, United States
About .J Thomas Knight, Cfp®, Cpa

We believe your money belongs to you and not to the government. Everything we do is to plan, protect, and preserve your wealth. We do this by first intently listening to you and then designing and aligning strategies to your clearly defined vision, values, and goals.Our areas of specialty are: Business Owner Strategy & Succession Planning, Personal Financial Planning, Wealth Management, Insurance (Life, Long-Term Care, Disability), Investment Management, Corporate Group Benefits (401(k), Long-Term Disability, Short-Term Disability), Corporate Supplemental Benefits.We also created and sponsor the BOSS (Business Operators Support & Solutions) Quarterly Round Table.Individuals, couples, families, and business owners came to J Thomas Knight ("JT") because they were: * Anxious about not having a clear financial future * Discouraged by not having meaningful conversations with their Advisor * Fearful they don’t have enough money to retire and maintain their lifestyle * Unsure which business owner succession strategy is best for themAfter going through the planning process, they found JT’s combination of high-touch and high-tech very comforting. While sophisticated technology is employed to support investment management, business owner planning, personal financial planning, and estate planning, they always felt heard and understood. They also discovered JT is committed to life-long learning as evidenced by his industry designations (CFP® and CPA) and is firmly established with over 25 years of financial services experience.Initially they thought JT would concentrate on their money; however, they found his focus to be more about values such as family, security, and benevolence. He also focused on choices like championing causes or pursuing/providing opportunities. They weren't shocked to find that JT operates with integrity and honesty while developing and maintaining long lasting relationships with them and their families.It was also no surprise for them to learn that JT adores his wife, Elisa, and loves their son, daughter-in-law, and two grandsons who call him "J-Pop". They found JT's other interests are staying fit, listening to books, coaching little league baseball, skiing & taking ballroom dance lessons when possible, and, of course, Living The Dream®.Advisory services are offered through Winston Paul Capital Management, Inc., an Investment Advisor in the State of Virginia.

.J Thomas Knight, Cfp®, Cpa's Current Company Details
Winston Paul Capital Management, Inc.

Winston Paul Capital Management, Inc.

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Wealth Advisor
Vienna, VA, US
.J Thomas Knight, Cfp®, Cpa Work Experience Details
  • Winston Paul Capital Management, Inc.
    Wealth Advisor
    Winston Paul Capital Management, Inc.
    Vienna, Va, Us
  • Winston Paul Capital Management, Inc.
    Wealth Advisor
    Winston Paul Capital Management, Inc. Jan 2008 - Present
    Winston-Salem, Nc
    Work with clients to articulate their dreams and endeavor to make them a reality through Financial Planning and our portfolio management process, DEFEND & Deploy®.Bottom Line: The objective is to be a positive and profound difference in our clients' lives.
  • Winston Paul Capital Management, Inc.
    Investment Advisor Representative
    Winston Paul Capital Management, Inc. Dec 2017 - Present
    Tysons Corner, Va
    Advisory services offered through Winston Paul Capital Management, Inc. an Investment Advisor in the state of Virginia.
  • Rsm Mcgladrey
    Assistant Wealth Advisor
    Rsm Mcgladrey Sep 2005 - Oct 2007
    Work with clients to design and implement Personal Financial Plans.Listen to client concerns and investment history to determine appropriate investment risk tolerance & profile.Research and select investment instruments.Rebalance client portfolios while minimizing tax and transaction fee impact.

.J Thomas Knight, Cfp®, Cpa Education Details

Frequently Asked Questions about .J Thomas Knight, Cfp®, Cpa

What company does .J Thomas Knight, Cfp®, Cpa work for?

.J Thomas Knight, Cfp®, Cpa works for Winston Paul Capital Management, Inc.

What is .J Thomas Knight, Cfp®, Cpa's role at the current company?

.J Thomas Knight, Cfp®, Cpa's current role is Wealth Advisor.

What schools did .J Thomas Knight, Cfp®, Cpa attend?

.J Thomas Knight, Cfp®, Cpa attended University Of Maryland, University Of Maryland, Naples American Hs, Naples American Hs.

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