Gary Thomas Email & Phone Number
Principal
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Gary Thomas Location
- Holyoke, MA, US
Gary Thomas Work
- Principal @ Thomas Retirement Planners (May 2026 - Present)
- Pricncipal @ Thomas Retirement Planners (May 2026 - Present)
- Second Saturday Western Massachusetts, @ (October 2020 - Present)
- Owner and Director and IAR at The Wealth Technology Group @ The Wealth Technology Group (April 1990 - June 2026)
- AVP , Advanced Sales @ Monarch Life Insurance (October 1988 - April 1990)
- Director of Advanced Sales @ (October 1984 - October 1988)
- Director of Brokerage Sales, Martin Agency - Springfield, Massachusetts @ Connecticut Mutual Life Insurance Company (April 1982 - January 1984)
- Counsel III Estate Tax Bureau @ (January 1980 - April 1982)
Gary Thomas Education
- western new england university school of law
JD (Law)
- Massachusetts College of Liberal Arts
BA (History, Education)
- boston university school of law
LLM (Masters of Law in Taxation)
- Pittsfield High School
(BA, History, Education)
Gary Thomas Skills
- Retirement Planning
- Wealth Management
- Strategic Financial Planning
- Sales
- Fixed Annuities
- Marketing Strategy
- Nonprofits
- Wills
- Life Insurance
- Retirement
- Trusts
- Small Business
- Financial Analysis
- Estate Planning
- Legal Research
- Wealth
- Tax
- Securities
- Business Strategy
- Real Estate Transactions
- Financial Services
- Succession Planning
- 401k
- Strategic Planning
- Risk Management
- Asset Allocation
- Investment Advisory
- Marketing
- Mutual Funds
- Litigation
- Financial Advisory
- Portfolio Management
- Negotiation
- Leadership
- Public Speaking
- Fundraising
- Customer Service
- Mediation
- Estate Tax Planning
- FINRA
- Series 7
- Real Estate
- Investments
- Insurance
- Asset Management
- CLU
Gary Thomas Summary
- Gary Thomas, based in Holyoke, MA, US, is currently a Principal at Thomas Retirement Planners. Gary Thomas brings experience from previous roles at Thomas Retirement Planners, Second Saturday Divorce Workshops, The Wealth Technology Group and Monarch Life Insurance. Gary Thomas holds a JD in Law @ western new england university school of law. With a robust skill set that includes Retirement Planning, Wealth Management, Strategic Financial Planning, Sales, Fixed Annuities and more. Gary Thomas has 1 emails and 1 mobile phone numbers on RocketReach.
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