Jim Thomas, Cima®

Jim Thomas, Cima® Email and Phone Number

Research & Trading Specialist, Financial Advisor at Tower Wealth Partners @ Tower Wealth Partners
Jim Thomas, Cima®'s Location
Lewisburg, Pennsylvania, United States, United States
Jim Thomas, Cima®'s Contact Details

Jim Thomas, Cima® work email

Jim Thomas, Cima® personal email

n/a
About Jim Thomas, Cima®

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!

Jim Thomas, Cima®'s Current Company Details
Tower Wealth Partners

Tower Wealth Partners

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Research & Trading Specialist, Financial Advisor at Tower Wealth Partners
Jim Thomas, Cima® Work Experience Details
  • Tower Wealth Partners
    Financial Advisor, Cima®
    Tower Wealth Partners Sep 2007 - Present
    Lewisburg, Pa
    As 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.
  • Ford Motor Company
    Senior Product Engineer
    Ford Motor Company Jun 1993 - Aug 2007
    Automatic transmission design, development and calibrationFloor and column shifter systems design, development and vehicle launch
  • General Motors
    Product Engineer
    General Motors Jun 1986 - Jun 1993
    1986 - 1991 GMI (Kettering) Cooperative Education experience1991 - 1993 Automatic Transmission Product Engineer

Jim Thomas, Cima® Skills

Investments Finance Investment Research Mutual Funds Etf's Portfolio Management Retirement Planning Attention To Detail Risk Management Commitment To Customer Service It Solutions Crm Process Improvement Manufacturing

Jim Thomas, Cima® Education Details

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.

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