Jesse Thomas, Cfp®, Cepa® Email & Phone Number

Seattle, Washington, United States

Jesse provides personalized financial guidance to every individual, family, and institution he serves. In following Cornerstone’s guiding philosophy, to always uphold the client’s best interest, Jesse builds unbiased comprehensive wealth management strategies that allow clients to enjoy life beyond wealth. Over his years with Cornerstone, Jesse has been honored and humbled by becoming the first call for clients when they face some of life’s biggest challenges and opportunities both… Show more Jesse provides personalized financial guidance to every individual, family, and institution he serves. In following Cornerstone’s guiding philosophy, to always uphold the client’s best interest, Jesse builds unbiased comprehensive wealth management strategies that allow clients to enjoy life beyond wealth. Over his years with Cornerstone, Jesse has been honored and humbled by becoming the first call for clients when they face some of life’s biggest challenges and opportunities both professionally and personally:Offering guidance on significant life changes: As our clients consider financially meaningful life decisions such as changing careers or starting a business, Cornerstone works with them to provide rich context on the potential impact to their financial plans; empowering clients to make a thoughtful, informed decision that’s right for them and their family. Navigating family challenges: Every family experiences challenging and difficult times; whether it is declining health, the passing of a loved one, or children in less than desirable circumstances. Cornerstone walks alongside our clients closely during these times; assisting with associated financial and administrative matters and connecting our clients with other resources as needed.By truly integrating into the lives of clients, Jesse can provide much more than financial advisement by building valuable and enduring relationships beyond the traditional transactional nature of financial services. Jesse strives to give clients time back to focus on their passions, and peace of mind over their financial well being. Show less

Greater Seattle Area

As the District Branch Manager of the Greater Seattle Area office(s) of Waddell & Reed, I work closely with the Managing Principal to develop a team of financial advisors. As a delegate of the Managing Principal, some of my day-to-day activities include:• Recruiting, selection and licensing of financial advisors to one of two Waddell & Reed platforms.• Coaching financial advisors as they seek to build efficient, unique and growing practices.• Removing roadblocks that impede… Show more As the District Branch Manager of the Greater Seattle Area office(s) of Waddell & Reed, I work closely with the Managing Principal to develop a team of financial advisors. As a delegate of the Managing Principal, some of my day-to-day activities include:• Recruiting, selection and licensing of financial advisors to one of two Waddell & Reed platforms.• Coaching financial advisors as they seek to build efficient, unique and growing practices.• Removing roadblocks that impede financial advisor success.• Executing frontline supervision, identifying and addressing supervisory issues as needed.• Guiding financial advisors in developing succession strategies as they plan for their own retirement.• Encouraging financial advisors to maintain a balanced approach to business and personal goals. Show less

Greater Seattle Area

Bellevue, Wa

Strategic consulting & planning, brand management, crisis communications and media relations

Chicago, Il

Covered financial derivatives markets, CME Group, including extensive coverage of the CME-CBOT merger, and the Federal Reserve

M.S.

Started on broadcast track before completing the reporting and writing sequence. Extensive hands-on experience, as well as courses taken.

B.S.

Activities and Societies: Oregon Daily Emerald, Triathlon Team Studied arts and theater in London in 2002, four-year member.