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Brad Thomas Location
Grand Rapids, MI, US
Brad Thomas Work
Wealth Advisor @ (July 2025 - Present)
Banker @ (April 2023 - July 2025)
VP - Financial Consultant @ (June 2021 - March 2023)
Senior Financial Consultant @ (June 2020 - January 2021)
Financial Consultant @ (January 2020 - June 2020)
Business Development Specialist @ (June 2019 - January 2020)
Account Executive @ (December 2016 - June 2019)
Brad Thomas Education
The University of Olivet
Bachelor's degree (Business Administration and Management, General)
2015-2019
Brad Thomas Skills
401K Rollovers
Client Relations
Customer Service
Investment Planning
Investments
Microsoft Office
Microsoft PowerPoint
Planning for Retirement
Sales
Wealth Management
Brad Thomas Summary
Brad Thomas, based in Grand Rapids, MI, US, is currently a Wealth Advisor at Midwest Capital Advisors. Brad Thomas brings experience from previous roles at J.P. Morgan Private Bank, Charles Schwab and TD Ameritrade. Brad Thomas holds a 2015 - 2019 Bachelor's degree in Business Administration and Management, General @ The University of Olivet. With a robust skill set that includes 401K Rollovers, Client Relations, Customer Service, Investment Planning, Investments and more. Brad Thomas has 2 emails and 1 mobile phone numbers on RocketReach.
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