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Malcolm Thomas Email & Phone Number

Head Of Business Development at GenXFinancial and SellMyFinancialPractice at Innovative Financial Group, LLC
Location: Bozeman, Montana, United States 7 work roles 2 schools
1 work email found @jhancock.com 1 phone found area 800 LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email m****@jhancock.com
Direct phone (800) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Innovative Financial Group, LLC
Role
Head Of Business Development at GenXFinancial and SellMyFinancialPractice
Location
Bozeman, Montana, United States
Company size
41 employees

Who is Malcolm Thomas? Overview

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Quick answer

Malcolm Thomas is listed as Head Of Business Development at GenXFinancial and SellMyFinancialPractice at Innovative Financial Group, LLC, a with 41 employees, based in Bozeman, Montana, United States. AeroLeads shows a work email signal at jhancock.com, phone signal with area code 800, and a matched LinkedIn profile for Malcolm Thomas.

Malcolm Thomas previously worked as Head Of Business Development at Genxfinancial and Director of Advisor Success at Xy Planning Network. Malcolm Thomas holds Ba, Management from Gettysburg College.

Company email context

Email format at Innovative Financial Group, LLC

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{first}{last}@jhancock.com
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AeroLeads found 1 current-domain work email signal for Malcolm Thomas. Compare company email patterns before reaching out.

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Profile bio

About Malcolm Thomas

Malcolm Thomas joined GenXFinancial in 2020 with 17 years of financial services experience, the previous 2 years as Director of Advisor Success at XY Planning Network. Malcolm is responsible for growing GenX through recruiting and acquisitions for the IFG affiliated advisors, as well as supporting them in building sustainable businesses through an ongoing planning and advice model. Malcolm is also responsible for running the SellMyFinancialPractice platform, providing consultative succession planning resources to advisors at or approaching retirement.In his previous role at XY Planning Network he oversaw the training and resources provided to over 1200 fee only financial advisors, helping them launch, build, and scale their RIA firms. This included designing and creating programs and workshops focused on marketing, sales, financial planning, and running a business. Prior to joining XY Planning Network, Malcolm was part of the leadership team at Signator Investors, the independent broker-dealer affiliated with John Hancock, that built Signator into one of the largest nationwide broker-dealers, through recruiting and acquisitions, before selling to Advisor Group in 2018.Malcolm currently lives in Bozeman, Montana with his fiancé Stacey and golden retriever Ryder. They love the outdoors and spend every possible moment outside hiking, fly fishing, and skiing.

Listed skills include Finra, Development, Investors, Business Development, and 2 others.

Current workplace

Malcolm Thomas's current company

Company context helps verify the profile and gives searchers a useful next step.

Innovative Financial Group, LLC
Innovative Financial Group, Llc
Head Of Business Development at GenXFinancial and SellMyFinancialPractice
Nashville, Tennessee, United States
Website
askifg.com
Employees
41
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Company profile
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7 roles

Malcolm Thomas work experience

A career timeline built from the work history available for this profile.

Head Of Business Development

Current
Genxfinancial

Nashville, Tennessee, Us

GenXFinancial is the parent company for Innovative Financial Group (www.askifg.com), MyRemoteFA (www.myremotefa.com), and SellMyFinancialPractice (www.sellmyfinancialpractice.com). Each business is focused on helping support the independent financial advisor deliver fiduciary planning and advice to clients. Through these businesses GenXFinancial is helping create the roadmap for how financial firms are built and advice is delivered to clients.Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

Sep 2020 - Present

Director Of Advisor Success

Xy Planning Network

Bozeman, Mt, Us

The XY Planning Network is the leading turnkey financial planning platform for fee-only financial advisors who want to serve their Gen X and Gen Y peers, providing comprehensive financial planning services for a monthly subscription fee and without product sales or asset minimums. The Network offers a virtual community for new and established financial advisors who want to serve a younger clientele, and provides its members compliance support services, marketing support, business tools and templates, and a wide range of technology solutions.

Sep 2018 - Sep 2020

Director Of Business Development And Recruiting

Signator Investors Inc., Powered By John Hancock Financial Network

Boston, Ma, Us

Signator Investors, Inc., powered by John Hancock Financial Network, was an independent broker-dealer and Registered Investment Adviser based in Boston, Mass., that supported a national network of independent firms with more than 2200 advisors and representatives across the U.S.Signator was sold to Advisor Group and merged into Royal Alliance Associates, Inc. in 2018.

Mar 2013 - Aug 2018

Regional Supervision Consultant

John Hancock Life Insurance Company (U.S.A.)

Boston, Ma, Us

As a Supervision Consultant Malcolm worked with Regional OSJs to ensure Compliance and Supervision with regulatory requirements.

Jun 2007 - Feb 2011

Agency Supervisory Officer

Massmutual Financial Group- The Washington Group
Jun 2003 - Jun 2007
Team & coworkers

Colleagues at Innovative Financial Group, LLC

Other employees you can reach at askifg.com. View company contacts for 41 employees →

GP Greg Pappas Greg Pappas Colleague at Innovative Financial Group, LlcCanton, Georgia, United States View → KT Kristin Taylor Kristin Taylor Colleague at Innovative Financial Group, LlcAtlanta, Georgia, United States View → BE Boone E. Lancaster, Cfp® Boone E. Lancaster, Cfp® Colleague at Innovative Financial Group, LlcNashville, Tennessee, United States View → AG Alyssa Grace Alyssa Grace Colleague at Innovative Financial Group, LlcNorth Huntingdon, Pennsylvania, United States View → PM Pat Mcfadden Clu ,Lutcf Pat Mcfadden Clu ,Lutcf Colleague at Innovative Financial Group, LlcNashville, Tennessee, United States View → TP Tom Pullen Tom Pullen Colleague at Innovative Financial Group, LlcOttawa, Ontario, Canada View → JH John Hancock John Hancock Colleague at Innovative Financial Group, LlcFranklin, Tennessee, United States View → MW Mark Weber Mark Weber Colleague at Innovative Financial Group, LlcNashville, Tennessee, United States View → LB Lori Bohnenstiehl Lori Bohnenstiehl Colleague at Innovative Financial Group, LlcMurfreesboro, Tennessee, United States View → AK Anderson Kristen Anderson Kristen Colleague at Innovative Financial Group, LlcNashville, Tennessee, United States View →
2 education records

Malcolm Thomas education

Ba, Management

Gettysburg College

Education record

North Yarmouth Academy
FAQ

Frequently asked questions about Malcolm Thomas

Quick answers generated from the profile data available on this page.

What company does Malcolm Thomas work for?

Malcolm Thomas works for Innovative Financial Group, LLC.

What is Malcolm Thomas's role at Innovative Financial Group, LLC?

Malcolm Thomas is listed as Head Of Business Development at GenXFinancial and SellMyFinancialPractice at Innovative Financial Group, LLC.

What is Malcolm Thomas's email address?

AeroLeads has found 1 work email signal at @jhancock.com for Malcolm Thomas at Innovative Financial Group, LLC.

What is Malcolm Thomas's phone number?

AeroLeads has found 1 phone signal(s) with area code 800 for Malcolm Thomas at Innovative Financial Group, LLC.

Where is Malcolm Thomas based?

Malcolm Thomas is based in Bozeman, Montana, United States while working with Innovative Financial Group, LLC.

What companies has Malcolm Thomas worked for?

Malcolm Thomas has worked for Innovative Financial Group, Llc, Genxfinancial, Xy Planning Network, Signator Investors Inc., Powered By John Hancock Financial Network, and John Hancock Life Insurance Company (U.S.A.).

Who are Malcolm Thomas's colleagues at Innovative Financial Group, LLC?

Malcolm Thomas's colleagues at Innovative Financial Group, LLC include Greg Pappas, Kristin Taylor, Boone E. Lancaster, Cfp®, Alyssa Grace, and Pat Mcfadden Clu ,Lutcf.

How can I contact Malcolm Thomas?

You can use AeroLeads to view verified contact signals for Malcolm Thomas at Innovative Financial Group, LLC, including work email, phone, and LinkedIn data when available.

What schools did Malcolm Thomas attend?

Malcolm Thomas holds Ba, Management from Gettysburg College.

What skills is Malcolm Thomas known for?

Malcolm Thomas is listed with skills including Finra, Development, Investors, Business Development, Registered Investment Advisor, and Recruiting.

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