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Timothy A. Thomas
Timothy A. Thomas
Portfolio Management
Financial Planning Specialist
Portfolio Manager / Financial Advisor
8202 West Quinault Avenue
Suite A
Kennewick, WA 99336
tel: 509-735-0177
toll free: 800-426-6127
fax: 509-735-6969
Email Me
Welcome Associations Education Honors Services Experience
Welcome

In today's fast-paced world, few people have the time or resources to dedicate to managing their investments- whether it involves researching bond calls, reviewing company earnings projections or tracking mutual fund performance. As your Financial Advisor, I will alert you to new opportunities and advise you on changing market conditions that may affect your investments. It's all part of my long-term commitment to my clients.
Associations
  • Portfolio Management Institute
    Member
  • United States Professional Tennis Association
    New York, NY
  • Local Community Volunteer Tennis Coach
Education and Licensing
  • MA - Masters of Science, 1988
    University of Tennessee
    Knoxville, TN
  • BA - Bachelor of Arts, 1985
    Whitman College
    Walla Walla, WA
  • Series 3 - National Commodity Futures
  • Series 7 - General Securities License
  • Series 63 - Uniform State Exam
  • Series 65 - Investment Advisory Agent
  • Variable Annuities
  • Long Term Health Care
  • Life/Health/Disability Insurance
Honors and Recognitions
  • Executives Club - Merrill Lynch, 2000
  • Winners Circle - Merrill Lynch, 2000
  • United States Professional Tennis Association - Coach of the Year 2003
Services
  • Asset Management
  • Lending Services
  • Philanthropic Services
  • Trust Services and Accounting
  • Estate Planning
  • Private Banking
  • Wealth Management
  • Long Term Care Insurance
  • Professional Portfolio Management
  • Life Insurance
Business Experience
  • 2001 - Present: Morgan Stanley Smith Barney*
    Financial Planning Specialist
    Portfolio Manager / Financial Advisor
    Kennewick, WA
  • 1997 - 2001: Merrill Lynch
    Financial Advisor
    Richland, WA
Bulletin Board
  • Are you being offered an early retirement package? Visit our Financial Planning link for the IRA Rollover Guide to Lump Sum Distributions.
  • If you would like a complimentary portfolio review or you're in need of a comprehensive financial plan, please give us a call.
  • You've worked hard to build your retirement assets. Isn't it time they were professionally managed? E-mail me for more information about our Portfolio Management Program.
Timothy A. Thomas is licensed in the following state(s): AZ, CA, FL, GA, ID, IL, MA, MO, MT, NH, NM, NV, OH, OR, SC, TX, UT, WA, WI, WV, WY
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
*Includes years at Smith Barney, affiliates and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.   Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
FEATURED REPORTS

Portfolio Management Group: Bringing Professional Money Management Closer to Home (pdf)

Portfolio Strategist Digest (pdf)

Equity Market Daily (pdf)
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