Jim Thomas, Cima® Email and Phone Number
Jim Thomas, Cima® work email
- Valid
- Valid
Jim Thomas, Cima® personal email
Simplicity. Confidence. Freedom. Do these words come to mind when you think about your finances? They can, and they should. At Tower Wealth Partners, our office aims to simplify your life and take you through the financial planning process, step-by-step. With over 50 years of combined experience, we take a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person. We value building relationships; by understanding your unique circumstances, we desire to take the emotion out of investing and focus on the bigger picture, ultimately creating a distinctive plan that provides a road map for your financial journey. We realize there is more to life than just money –it’s about really living, and our business is about helping you build confidence and live more. Jim’s strong analytical skills serve our clients well in the constructing and monitoring of our clients’ portfolios, and leading and providing research and analysis for our Investment Committee. After completing his bachelor's degree in mechanical engineering from Kettering University in Flint, MI, Jim earned his master’s in engineering from the University of Michigan in Ann Arbor. He developed his analytical skills during more than 20 years in the automotive industry.Jim and his wife Jennifer live in Lewisburg, PA where they enjoy the small-town charm and all of the natural beauty that this area has to offer. They have four children—Justin, daughter Jordan, and twins Jenna and Julia. Involved in various church and community activities, Jim plays drums and sings at church, enjoys biking and an occasional round of golf, but he will interrupt most activities to watch Michigan football. Go Blue!
Tower Wealth Partners
View-
Financial Advisor, Cima®Tower Wealth Partners Sep 2007 - PresentLewisburg, PaAs a Certified Investment Management Analyst® practitioner, I am responsible for investment research and analysis, as well as portfolio construction, monitoring and trading.Koss Financial Group is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc., member FINRA / SIPC. Securities offered through Raymond James Financial Services, Inc. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. For important disclosure information, please see "Social Media Disclosure" link in the "Contact Info" section. -
Senior Product EngineerFord Motor Company Jun 1993 - Aug 2007Automatic transmission design, development and calibrationFloor and column shifter systems design, development and vehicle launch -
Product EngineerGeneral Motors Jun 1986 - Jun 19931986 - 1991 GMI (Kettering) Cooperative Education experience1991 - 1993 Automatic Transmission Product Engineer
Jim Thomas, Cima® Skills
Jim Thomas, Cima® Education Details
-
Automotive Engineering -
Automotive Specialty
Frequently Asked Questions about Jim Thomas, Cima®
What company does Jim Thomas, Cima® work for?
Jim Thomas, Cima® works for Tower Wealth Partners
What is Jim Thomas, Cima®'s role at the current company?
Jim Thomas, Cima®'s current role is Research & Trading Specialist, Financial Advisor at Tower Wealth Partners.
What is Jim Thomas, Cima®'s email address?
Jim Thomas, Cima®'s email address is jt****@****sfg.com
What schools did Jim Thomas, Cima® attend?
Jim Thomas, Cima® attended University Of Michigan, Kettering University.
What are some of Jim Thomas, Cima®'s interests?
Jim Thomas, Cima® has interest in Michigan Football.
What skills is Jim Thomas, Cima® known for?
Jim Thomas, Cima® has skills like Investments, Finance, Investment Research, Mutual Funds, Etf's, Portfolio Management, Retirement Planning, Attention To Detail, Risk Management, Commitment To Customer Service, It Solutions, Crm.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial