Tim Thomas Email & Phone Number

Tim Thomas is Members’ Wealth key Operator, keeping the engine moving forward and safely on the tracks. With over 30 years of experience in the investment industry, his experiences have also prepared him for an advisory role where he will be a key part of the client advisory team servicing clients. Prior to this position, he worked in a variety of roles including consultant to the Bank of New York's investment platforms, branch manager and Director of Service and Operations at Lockwood Financial, and as a specialist clerk on the New York Stock Exchange.In recent years, Tim started and operated an RIA, consulted to other RIAs and has worked as a financial coach and consultant on financial strategy for small companies and nonprofits. To learn more about Tim, please visit https://www.memberswealthllc.com/---CS Planning Corp., doing business as, Members’ Wealth LLC provides investment advisory, wealth management, and other services to individuals, families, and institutional clients. Advisory services are offered through CS Planning Corp., an SEC registered investment advisor. Member’s Wealth does not provide legal, accounting or tax advice. Please consult your tax or legal advisors before taking any action that may have tax consequences.

Listed skills include Asset Management, Customer Service, Equities, Investments, and 25 others.

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  Fordham University

  Mathematics And Computer Science