portrait of Joseph Thomas
FINANCIAL ADVISOR
Accepting New Clients
Serving clients with $500,000
CallSend Me a Message

About Joseph

In 2001, I began my career with Smith Barney in West Palm Beach, Florida, where I received invaluable mentorship from two senior partners. Five years later, my wife Chrissie, and I decided to leave Florida to escape the year-round heat and find a smaller community to start our family. We landed in Hartsville, South Carolina, where I joined Edward Jones. Since moving here, we’ve come to appreciate the close-knit community and are enjoying raising our teenage daughters, Abigail and Ada Lynn.

Our office is comprised of a dedicated team committed to exceptional service. Terri Woodham and Beth Tripp, Senior Branch Office...

Focus Areas

  • Retirement Income Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Charitable Giving
  • Retirement Savings Strategies
  • Values and Faith Based Investing

Work History

  • Edward JonesApril 2006 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™
  • CRPC™

    Chartered Retirement Planning Counselor™
  • AWMA™

    Accredited Wealth Management Advisor™

Education

  • University of FloridaCertificate
  • Yale UniversityCertificate

Personal Interests

  • Traveling
  • Sports Enthusiast
  • Reading
  • Photography
  • Art & Theater

Team Members

  • Johnathan Campbell
    Associate Financial Advisor
  • Terri Woodham
    Sr. Branch Office Administrator
  • Beth Tripp
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 04:00PM
Sat Closed
Sun Closed

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