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  Advisory Team





Advisory Team
The key to our providing quality service is our assembling a team of experienced financial consultants who are committed to excellence in service and ongoing education.








Ricardo D. Thomas, AFC, CDFA, RFC

RICARDO D. THOMAS is a graduate of Loyola University where he earned a Bachelor of Business Administration degree in Finance. He is a Registered Financial Consultant, Certified Divorce Financial Analyst, Certified Sports Financial Consultant, Diplomate of the American Board of Forensic Examiners and is a Fellow of the American College of Forensic Examiners. He also holds the Accredited Financial Counselor designation received through the Institute of Personal Finance at the University of Maryland.

He has been a practicing financial consultant for over 24 years and is the president of THOMAS-WADDELL & Associates, Inc., a New Orleans financial consulting & asset management firm. In addition, he is a former instructor at Delgado Community College where he taught for 10 years several financial-related courses he developed.   His work in the area of personal finance has been featured in the Times-Picayune, N.O. CityBusiness, New Orleans Tribune, Barnes & Nobles bookstore as well as other publications around the country.  Mr. Thomas is also a member of the several professional organizations including the International Association of Registered Financial Consultants.  He is also a board member for Goodwill Industries of Southeast Louisiana and a registered representative of INVEST FINANCIAL Corporation.

Over the years he has made numerous presentations on radio, television and newspaper pertaining to a variety of financial topics. He is also the recipient of many awards including “Outstanding Young Men in America”, “Who’s Who among U.S. Executives”, and “Who’s Who in Finance and Industry” and the "2001 Power Generation Award".

 Email to: rthomas@thomaswaddell.net










Kelisha G. Bartholomew

Kelisha Bartholomew is a Financial Advisor and business owner in the New Orleans community. She received her Masters in Business Administration from the University of Phoenix in April of 2007. Kelisha began her financial services career as an advisor with Merrill Lynch. Prior to financial services, Kelisha had a 10 year career in nursing during which she worked in the hospital setting, as well as in the community as a Home Health Nurse. During this period of time, she also worked in the capacity of Director of Business Development for a privately-owned pharmaceutical research company and as a legal nurse consultant. She currently owns and operates Advanced Clinical Trials - a site management organization and is a registered representative of INVEST FINANCIAL Corporation.

Kelisha is the Treasurer for the National Black MBA Association - New Orleans Chapter and also serves as the chair of the Student Relations committee. Additionally, she is a Court Appointed Special Advocate, Parliamentarian for the Concerned Civic Leaders of Jefferson Parish and Co-Chair of the Social & Cultural committee of the Urban League/Young Professionals.

Email to: kbartholomew@thomaswaddell.net

 















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