With over 24 years of active-duty military service and 12 years in the federal government, I’ve dedicated my career to serving others. My time in the military opened my eyes to the financial struggles many young service members faced—burdened with debt or making uninformed financial decisions. Witnessing this inspired my passion for financial education, and now, I’m committed to equipping individuals and families with the knowledge and tools they need to achieve financial success.As a financial advisor, I specialize in:• Retirement Income Planning and Strategies• Investment Strategies• Insurance Strategies• Estate Planning – Legacy GivingI am licensed in life, health, and annuities and hold FINRA Series 7 and 66 registrations. My goal is to faithfully steward the resources entrusted to my clients by offering personalized financial strategies. Whether helping a young professional get on the right financial path, guiding families toward long-term success, or supporting federal employees as they navigate retirement, I bring insight, attention and a commitment to selfless service.Alongside a team of professionals, I help clients define their financial goals, create strategies tailored to their risk tolerance and timelines and implement solutions that align with their needs. I take pride in building long-term relationships, ensuring my clients feel confident in their financial journey.In my free time, I enjoy outdoor activities and spending quality time with my wife, daughters and grandchildren. I’m also dedicated to giving back, serving through various non-profit organizations in my community.
Elevate Financial Group
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Wealth AdvisorElevate Financial Group Nov 2024 - PresentFredericksburg, Virginia, United StatesI am licensed to sell insurance in VA, MD, ME, MA, PA, NC, TN, TX, AZ, and CO, and securities in VA, ME, and NC. Securities & Advisory Services offered through HTK. Member FINRA www.finra.org / SIPC www.sipc.org, 800-873-7637, www.htk.com. 1847Financial is affiliated with HTK. LinkedIn is unaffiliated with HTK. The recommendations posted to this page by or about HTK associated persons, are not endorsed by, and my not represent the view of HTK or any of its affiliates. This material is not intended to constitute a recommendation, offer or solicitation. Always consult your own tax, legal or financial professional for advice with your personal circumstances. Elevate Financial Group is unaffiliated with HTK. [7372597RG_Nov26]
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Financial AdvisorMassmutual Greater Richmond Sep 2023 - Nov 2024 -
Financial AdvisorMcavinney And Associates Nov 2021 - Apr 2023
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Branch ChiefUnited States Federal Government Jul 2007 - Jul 2019Washington, District Of Columbia, United States -
Government ContractorTkc Communications, Llc Jul 2006 - Jun 2007 -
Command Sergeant MajorUs Army Jul 1981 - Mar 2005
Thomas Colson Education Details
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Magna Cum Laude -
Us Army Sergeants Major & Csm CourseClass 52
Frequently Asked Questions about Thomas Colson
What company does Thomas Colson work for?
Thomas Colson works for Elevate Financial Group
What is Thomas Colson's role at the current company?
Thomas Colson's current role is Elevating clients to achieve their life goals.
What schools did Thomas Colson attend?
Thomas Colson attended University Of Massachusetts Lowell, Us Army Sergeants Major & Csm Course.
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Thomas Colson
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