Jack Thomas, CFP®
Associate Wealth Advisor
Jack is an Associate Wealth Advisor in Beacon Pointe’s Scottsdale office. With an emphasis on portfolio management, Jack is responsible for partnering with advisors to provide customized solutions that help clients meet their financial goals. Among his duties are investment strategy implementation, portfolio performance reporting and asset allocation modeling. Prior to joining Beacon Pointe, Jack worked at Silvercrest Asset Management Group. Jack earned his bachelor’s degree in Economics from Wofford College where he was a member of the Division I tennis team. Jack holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. Outside of the office, he enjoys golfing, playing tennis, and traveling.