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Gary Thomas, Financial Advisor

FINANCIAL ADVISOR
Gary Thomas

CFP®, CEPA®, AAMS™, CRPC™
3401 Royal Vista Blvd, Suite B-101, Round Rock, TX 78681opens in a new window
Accepting New Clients
CallSend Me a Message

Focus Areas

  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Wealth Strategies

About Gary

Since 2014, it has been my honor to serve a select group of families in the Austin area as their financial advisor. Everyone is different; therefore, I believe it is essential to build strong relationships with each of my clients. My goal is to understand what is most important to you so that, together, we can build a personalized strategy to help you reach your goals.

Born in northern Michigan, my family relocated to Arizona where I was raised. I earned my bachelor's degree in Criminal Justice at Arizona State University and went on to earn my MBA there five years...

Work History

  • Edward JonesAugust 2014 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS™

    Accredited Asset Management Specialist™

  • CRPC™

    Chartered Retirement Planning Counselor™

Education

  • Arizona State UniversityMasters
  • Arizona State UniversityBachelors

Personal Interests

  • Spending Time with Family
  • Technology
  • Volunteering
  • Pickleball

Team Members

  • Lois Frazier
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(512) 255-4212

Fax

(877) 405-7454

Office Address

3401 Royal Vista Blvd
Suite B-101
Round Rock, TX 78681opens in a new window

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