Brian Thomas Email & Phone Number
Financial Consultant @ CCR Wealth Management
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Brian Thomas Location
- Lynn, MA, US
Brian Thomas Work
- 2023 - now Financial Consultant @
- 2023 - now Board Member @
- 2016 - 2023 Financial Advisor @
- 2010 - 2019 President @ Divirgilio Financial Group
- 2006 - 2016 Financial Advisor @ Investors Capital
Brian Thomas Education
- University of Massachusetts, Amherst
Bachelor of Science (BS) (Chemical Engineering)
1991 - 1995 - Lynn English High School 1987 - 1991
Brian Thomas Skills
- Financial Services
- Securities
- Retirement Planning
- Mutual Funds
- Financial Advisory
- Series 7
- Retirement
- Investment Advisory
- IRAs
- Series 63
- Wealth Management
- Fixed Annuities
- Wealth
- Estate Planning
- Alternative Investments
- Finance
- Business Development
- Strategy
- Budgets
Brian Thomas Summary
- Brian Thomas, based in Lynn, MA, US, is currently a Financial Consultant at CCR Wealth Management. Brian Thomas brings experience from previous roles at Greater Beverly YMCA - Sterling Center, Cetera Advisors LLC, Divirgilio Financial Group and Investors Capital. Brian Thomas holds a 1991 - 1995 Bachelor of Science (BS) in Chemical Engineering @ University of Massachusetts, Amherst. With a robust skill set that includes Financial Services, Securities, Retirement Planning, Mutual Funds, Financial Advisory and more. Brian Thomas has 2 emails and 2 mobile phone numbers on RocketReach.
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