portrait of Thomas Palomares II

About Thomas

The spirit of service and helping people is what brought me to the financial services industry after 10 years of helping run my family's local restaurants. The restaurant industry teaches you a lot about not just the operations of the food industry, but the personal touch and service to your customer and the impact you have on people. This is why building a second career in the financial services industry was a such a seamless and natural transition.

My many years of experience in financial services includes retail banking, lending, management, private wealth management and financial advising. I am very...

Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Intergenerational Planning
  • Military Professionals & Veterans
  • Retirement Savings Strategies
  • Estate & Legacy Strategies

Work History

  • Edward JonesMarch 2019 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Norwich UniversityMBA (Masters of Bus Admin)
  • Univ of Arizona-TucsonBachelors

Personal Interests

  • Spending Time with Family
  • Personal Fitness
  • Traveling
  • ATVs
  • Community Outreach

Team Members

  • Lisa Stevens
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:00PM
Tue 08:30AM - 04:00PM
Wed 08:30AM - 04:00PM
Thu 08:30AM - 04:00PM
Fri 08:30AM - 04:00PM
Sat By Appointment Only
Sun Closed

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