Jack Thomas

International Wealth Manager at Creative Planning, LLC

Role
International Wealth Manager at Creative Planning
Location
Madison, WI, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Jack Thomas

Jack Thomas is an International Wealth Manager at Creative Planning. Creative Planning…

Experience

  1. International Wealth Manager

    Creative Planning

    Sep 2020 — Present · Madison, WI, US

    Work with individuals and families to maximize their cross-border situations through comprehensive financial planning and investment management. Discuss, analyze, and implement strategies regarding retirement, education, taxes, insurance, and estate planning.

Education

  • University of Wisconsin-Madison

    Bachelor's degree

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Jack Thomas — International Wealth Manager at Creative Planning in Madison, WI, US | Unifers