Brian Thomas
Financial Consultant
graduated from University of Massachusetts – Amherst in 1995
competes in local triathlon events with his wife
Tel: 781-519-0461
Fax: 781-469-1826
[email protected]
Meet Brian, a dedicated professional with a diverse background that includes experience at two Fortune 500 companies, Procter & Gamble and the JM Smucker Company, before transitioning to the financial services industry. After attending Lynn Schools, Brian earned his degree from the University of Massachusetts – Amherst in 1995.
At Cetera Advisors, Brian maintains his Series 7, 66, and 24 securities registrations, as well as his Life, Accident, and Health insurance licenses in the state of MA, along with several other states where clients conduct business. Prior to joining Cetera Advisors, Brian spent 10 years as a Registered Principal and OSJ with Investors Capital.
In his free time, Brian enjoys spending time with his family and staying active. He and his wife, Jennifer, compete in local triathlon events, which serves as a testament to his dedication and discipline in both his personal and professional life. Brian's commitment to his clients and passion for helping others make him a valuable asset to CCR Wealth team.