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Terry Thomason Email & Phone Number
Senior Investment Advisor
at
Elite Wealth Management Inc.
LinkedIn matched
✓ Verified Jul 2026
3 data sources
Profile completeness 86%
Current company
Role
Senior Investment Advisor
Location
Bellevue, Washington, United States
Company size
Who is Terry Thomason? Overview
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Quick answer
Terry Thomason is listed as Senior Investment Advisor at Elite Wealth Management Inc., a with 4 employees, based in Bellevue, Washington, United States. AeroLeads shows a matched LinkedIn profile for Terry Thomason.
Terry Thomason previously worked as VP, Wealth Manager at Clarity Capital Partners and Financial Consultant at Fidelity Investments. Terry Thomason holds Bachelor Of Arts - Ba, Business Administration, Management And Operations from Eastern Washington University.
Company email context
Email format at Elite Wealth Management Inc.
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Elite Wealth Management Inc.
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Profile bio
About Terry Thomason
With a rich history spanning over 18 years, I've dedicated my career to collaborating closely with clients, crafting strategies tailored to their individual needs and circumstances. My journey encompasses diverse experiences, including small business ownership, astute real estate investments, advanced financial planning, investment strategy formulation, intricate financial modeling, and proficient tax mitigation techniques.At the core of my approach lies a commitment to offering comprehensive solutions that cater to both simple and complex financial scenarios. I thrive on empowering my clients to achieve tangible improvements through strategic guidance and genuine independence.My extensive network grants me access to a plethora of private investments, including Pre-IPO opportunities, and other exclusive ventures, providing my clients with unique avenues for wealth creation and growth.Let's connect and explore how we can unlock your financial potential together.
Current workplace
Terry Thomason's current company
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Elite Wealth Management Inc.
4 roles
Terry Thomason work experience
A career timeline built from the work history available for this profile.
Vp, Wealth Manager
Committed to personalized solutions blending expertise, empathy, and innovation. Specializing in Financial Planning, Investment Management, and navigating complex landscapes like Alternative Investments and Real Estate strategies. Experienced in small business ownership, real estate management, and financial analysis. Taking a holistic approach to each client partnership, leveraging an extensive network to offer exclusive opportunities, including Private Investments and tailored insurance solutions. Let's unlock new possibilities and secure your financial future together.
Financial Consultant
As a Financial Consultant, I consistently delivered value through comprehensive financial planning and strategic investment management. My objective was to optimize clients' financial strategies and serve as their trusted primary advisor. Managed assets totaled approximately $550 million under my care.
Jan 2019 - Dec 2020
Senior Financial Advisor - Vp
I worked with families, business owners, 501c3s, and trustees to deliver customized solutions tailored to the specific goals of our clients. Our wealth teams were built out around the client and were financial planning based.
May 2006 - Jan 2019
1 education record
Terry Thomason education
FAQ
Frequently asked questions about Terry Thomason
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What company does Terry Thomason work for?
Terry Thomason works for Elite Wealth Management Inc..
What is Terry Thomason's role at Elite Wealth Management Inc.?
Terry Thomason is listed as Senior Investment Advisor at Elite Wealth Management Inc..
Where is Terry Thomason based?
Terry Thomason is based in Bellevue, Washington, United States while working with Elite Wealth Management Inc..
What companies has Terry Thomason worked for?
Terry Thomason has worked for Elite Wealth Management Inc., Clarity Capital Partners, Fidelity Investments, and Undisclosed.
Who are Terry Thomason's colleagues at Elite Wealth Management Inc.?
Terry Thomason's colleagues at Elite Wealth Management Inc. include Yinmo Wang.
How can I contact Terry Thomason?
You can use AeroLeads to view verified contact signals for Terry Thomason at Elite Wealth Management Inc., including work email, phone, and LinkedIn data when available.
What schools did Terry Thomason attend?
Terry Thomason holds Bachelor Of Arts - Ba, Business Administration, Management And Operations from Eastern Washington University.
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