Thomas has been a trusted advisor in the financial services industry since 2011. He has been guiding clients by taking a holistic approach to both investment advice and investment planning. As a Wealth Manager who holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation, Thomas works with high-net-worth families and individuals to customize portfolios by using strategies that are active, yet practical and tailored to the specific needs of each client. Thomas truly believes in open architecture and active management.
Prior to joining the Quillion team, Thomas was a Vice President at CNL Securities where he educated financial professionals on the complexities of Private Credit and Real Estate Investment Trusts. Realizing that his true passion was educating investors and working with people, Thomas joined Ameriprise Financial as a financial advisor in 2014. In 2019, Thomas was recognized as a Top Next-Gen Wealth Advisors by Forbes and has been a Five Star Wealth Manager since 2021. Thomas currently holds the Series 7, 63, and 65 registrations and Maryland Life and Health Insurance License.
Thomas graduated from the College of Charleston with a degree in Corporate Communications and a minor in Business Administration. He served as President of the Interfraternity Council and was inducted to the College’s Hall of Leaders. Currently, Thomas is a member of the board for Re-Entry, a non-profit organization that connects local business leaders and international students from their native countries. Thomas, an avid golf and tennis player, lives in Easton, Maryland with his wife Allison, son Holden, daughter Harper, and their chocolate lab, Halsey.
The Forbes Top Next-Gen Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
Awards
- 2019 Forbes Top Next-Gen Wealth Advisors: Awarded June 2019; Data compiled by SHOOK Research LLC based on the time period from 3/31/18 – 3/31/19 (Source: Forbes.com).
- The Five Star Wealth Manager award was issued on 1/1/24 by Five Star Professional (FSP) for the time period 4/10/23 through 10/31/23.
- Award issued on 1/1/23 by Five Star Professional (FSP) for the time period 4/10/22 through 10/31/22.
- Award issued on 1/1/22 by Five Star Professional (FSP) for the time period 4/10/21 through 10/31/21.
- Award issued on 1/1/21 by Five Star Professional (FSP) for the time period 4/10/20 through 10/31/20.
The Five Star Wealth Manager award was issued on January 1, 2023 by Five Star Professional (FSP) for the time period April 18, 2022 through October 21, 2022. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. 2126 Baltimore-area wealth managers were considered for the award; 256 (12 percent of candidates) were named 2021 Five Star Wealth Managers. Visit www.fivestarprofessional.com.
Award issued on January 1, 2021 by Five Star Professional (FSP) for the time period April 27, 2020 through October 30, 2020. 1975 Baltimore-area wealth managers were considered for the award; (12 percent of candidates) were named 2021 Five Star Wealth Managers.
2024 AdvisorHub Advisors to Watch: Awarded June 2024; Data compiled by AdvisorHub based on the time period from 12/31/22 – 12/31/23 (Source: AdvisorHub). The AdvisorHub 2024 Advisors to Watch (A2W) rating produced by AdvisorsHub is based on industry experience, assets under management, revenue, growth, compliance records, professionalism, and other criteria. Investment performance is not a criterion. Self-completed survey was used for rating. The rating is not related to the quality of the investment advice and is based solely on the disclosed criteria. 1987 wealth managers were considered for the rating; 1000 (50.3% percent of candidates) were named 2024 AdvisorHub Advisors to Watch.
2024 Forbes Best-In-State Wealth Advisors; Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 – 6/30/23 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
The Advisors to Watch ranking uses three main criteria in its methodology: 1) Scale: Assets Under Management, revenue/production, client households, team size and number of Financial Advisors on the team; 2) Growth: The year over change in assets, households, team size and production/revenue; 3) Professionalism – Regulatory record, community involvement, professional credentials, and team diversity. Advisors must meet the following minimum criteria: 7 years of experience as an advisor; a clean regulatory record (2 or fewer complaints with no significant judgments); at least two years at your current firm and in good standing; and a minimum $100m AUM. The subcategories the advisors may qualify for include 150 Advisors to Watch Over $1Bil, 250 Advisors to Watch Under $1Bil, 200 RIAs to Watch, 100 Women Advisors to Watch, 100 Next Gen Advisors, 100 Solo Practices, and 100 Fast Growing Advisors to Watch. There is no sales requirement nor any client consultation for the award. The representative applied for the award but no fee was paid to be considered.