Will Thomas, Cfp®

Will Thomas, Cfp® Email and Phone Number

Director of Operations @ 3Chopt Investment Partners
Will Thomas, Cfp®'s Location
Richmond, Virginia, United States, United States
Will Thomas, Cfp®'s Contact Details

Will Thomas, Cfp® personal email

n/a
About Will Thomas, Cfp®

The views I express on this site are my own, are not endorsed by, and do not represent those of my employer 3Chopt Investment Partners LLC (“3Chopt”). 3Chopt disclaims any responsibility or liability for any errors, omissions, losses or damages claimed or incurred due to any 3Chopt associate’s or third-party postings on social media.Please do not endorse me or post any recommendations, as endorsements and recommendations are not allowed for compliance reasons.

Will Thomas, Cfp®'s Current Company Details
3Chopt Investment Partners

3Chopt Investment Partners

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Director of Operations
Will Thomas, Cfp® Work Experience Details
  • 3Chopt Investment Partners
    Director Of Operations
    3Chopt Investment Partners Apr 2022 - Present
    3Chopt Investment Partners LLC is an independently owned concierge investment advisory boutique providing objective advice to individuals, families, and select non-profit institutions. We are dedicated to providing customized and unbiased financial guidance for the benefit of managing and preserving wealth. Our mission is simple: build trust and transparent relationships with our clients.
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  • Tsw (Thompson, Siegel & Walmsley Llc)
    Investment Analyst
    Tsw (Thompson, Siegel & Walmsley Llc) Jun 2018 - Apr 2022
    Richmond, Virginia Area
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  • Thompson, Siegel & Walmsley
    Portfolio Assistant
    Thompson, Siegel & Walmsley Jun 2015 - May 2018
    Richmond, Virginia Area
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  • Citizens And Farmers Bank (C&F Bank)
    Avp, Operations Support Manager
    Citizens And Farmers Bank (C&F Bank) May 2013 - Jun 2015
    Richmond, Virginia Area
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  • C&F Bank
    Operations Specialist
    C&F Bank Jun 2012 - May 2013
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  • C&F Bank
    Relationship Banker
    C&F Bank Feb 2010 - Jun 2012
    Richmond, Virginia Area
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  • C&F Bank
    Service Representative
    C&F Bank Sep 2009 - Feb 2010
    Richmond, Virginia Area
    View

Will Thomas, Cfp® Skills

Wealth Management Services Project Management Finance Banking

Will Thomas, Cfp® Education Details

Frequently Asked Questions about Will Thomas, Cfp®

What company does Will Thomas, Cfp® work for?

Will Thomas, Cfp® works for 3chopt Investment Partners

What is Will Thomas, Cfp®'s role at the current company?

Will Thomas, Cfp®'s current role is Director of Operations.

What is Will Thomas, Cfp®'s email address?

Will Thomas, Cfp®'s email address is wt****@****est.com

What schools did Will Thomas, Cfp® attend?

Will Thomas, Cfp® attended Virginia Polytechnic Institute And State University.

What skills is Will Thomas, Cfp® known for?

Will Thomas, Cfp® has skills like Wealth Management Services, Project Management, Finance, Banking.

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