Jack E. Thomas, Managing Director and Partner at HighTower, adds over 22 years of experience in the financial services industry to the group. His preferred areas of focus include financial planning and creating custom-tailored portfolio strategies with clients and prospects to help grow and protect their portfolios. Jack strives to understand each client’s specific needs, and seeks a thorough understanding of each client’s tolerance for risk. Jack’s planning process enables him to work with clients and other advisors including CPA’s and Estate Planning attorneys. Ultimately, the goal is to meet every client’s needs while making their financial lives simpler through financial planning.
Jack spent the majority of his career serving families and small businesses as a Senior Vice President of Wealth Management and Portfolio Manager in Merrill Lynch’s Personal Investment Advisory (PIA) program. Jack was also a member of the “Circle of Excellence”, and was honored as a top Merrill Lynch Financial Advisor for many years.
Jack’s investments are designed to help conservatively grow and protect wealth. He also strives to generate investment income that can be used to supplement retirement income. Additionally, for clients not yet retired, Jack also provides advice regarding 401(k) account management and service.
Jack is a native Floridian. He attended George Washington University on a full athletic scholarship where he swam for four years as a varsity letter winner and team captain. After graduating with a degree in Finance, he returned to his home of Fort Myers to begin his career at Merrill Lynch. Jack is married to Kellie Ann, and has three children: two daughters and one son. An avid fisherman, Jack enjoys time on the water with family and friends.