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Company Background
Overview
Founded in 1987, THOMAS-WADDELL & Associates provides comprehensive financial consulting services to individuals, municipalities, and small business clients. In addition, our firm provides asset management services through our affiliation with INVEST FINANCIAL as well as financial education programs developed to address the concerns of individuals, small businesses, churches, and investment clubs.
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About the President
Ricardo D. Thomas, AFC, CDFA, CSFC, RFC, DABFE
Ricardo D. Thomas is a graduate of Loyola University in New Orleans where he received his B.B.A. in Finance. He is an Accredited Financial Counselor, Certified Divorce Financial Analyst, Certified Sports Financial Consultant, Registered Financial Consultant & Diplomate of the American Board of Forensic Examiners, who has been practicing for over 24 years. He is also a registered representative of INVEST FINANCIAL Corporation.
He has made numerous television and radio appearances discussing the topics of financial planning, education planning, and various money management strategies. In addition, he has been featured in several newspaper articles.
Mr. Thomas has received numerous awards including Outstanding Young Men in America, Who's Who in Finance and Industry, and Who's Who among U.S. Executives.
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Affiliations
Memberships
International Association of Registered Financial Consultants
Association for Financial Counseling and Planning Education
Institute for Certified Divorce Financial Analysts
American College of Forensic Examiners
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Corporate Staff
Administrative Team
- Director of Client Services & Operations
- Business Development / Financial Education Coordinator
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On-Going Service
Client Services Department
Our commitment doesn't end when you become a client, it just begins. With this in mind, we have established a Client Services department developed to handle the on-going needs of our clientele.
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Business Development
Financial Education / Business Development
We are committed to serving our clients and the community. With this in mind, we have established a financial education department to develop ongoing seminars workshops, and literature to provide education on financial matters. We are also available to provide specialized workshops to meet the needs of the organization or corporate client. Please contact our Business Development & Financial Education Coordinator for further details.
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Planning
Planning & Investment Services
We are proud to introduce our Investment Research Department. This department is focused on continual investment tracking and research as well as financial plan & strategy development.
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Brokerage Affiliation
INVEST FINANCIAL Corporation
To find out more information about our broker/dealer affiliation please visit their website: INVEST FINANCIAL
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Map to our Location
Corporate Office
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